Matthew Wright
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
2 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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2025 to now
- Workplace Planning AssociateJun 2022 to now
- Prego's TrattoriaJan 2022 to May 2022
- The Village GrillAug 2021 to Oct 2021
- Northwestern MutualMay 2021 to Aug 2021
- Dan D's LandscapingJul 2020 to Aug 2020
- Bank of America Merrill LynchMay 2019 to Aug 2019
- Elon UniversityAug 2018 to May 2022
- Hasek's HeroesJun 2017 to Aug 2017
- Holimont Ski AreaDec 2015 to Mar 2017
- Clarence High SchoolSep 2014 to Jun 2018
- Country Club of BuffaloApr 2014 to Jun 2022
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7126738
- Firm CRD
- 104555