Matthew D. Young
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
3 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2025 to now
- Fidelity Brokerage ServicesMay 2020 to now
- Mass MutualNov 2019 to May 2020
- MML Investors ServicesNov 2019 to May 2020
- AXA Advisors, LLCJun 2019 to Nov 2019
- Legacy PlanningJul 2018 to May 2019
- Rose Tree Media School DistrictJun 2016 to Mar 2019
- Temple UniversityAug 2015 to May 2019
- Middletown PizzaSep 2013 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 3 states (NJ, PA, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7005086
- Firm CRD
- 104555