Matthew Klein
Investment adviser representative at Strategic Advisers LLC
17 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$1.4TFirm assets
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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
17 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsApr 2022 to now
- Ajf Financial Services, Inc.Jul 2021 to Mar 2022
- American Portfolio Financial ServicesJul 2021 to Mar 2022
- Morgan StanleyApr 2020 to Jul 2021
- J. P. Morgan Securities LLCAug 2019 to Apr 2020
- JPMorgan Chase Bank, N.A.Jun 2019 to Apr 2020
- GoodwillNov 2018 to Mar 2019
- Morgan StanleyOct 2018 to Jul 2019
- Massmutual Life Insurance CompanyJan 2018 to Sep 2018
- AXA Advisors, LLCMay 2017 to Jan 2018
- UnemployedMay 2009 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, 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
- 7012558
- Firm CRD
- 104555