Matthew Evan Farrell
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2022 to now
- UnemployedMay 2022 to Jun 2022
- Providence Technology Solutions LLCApr 2021 to May 2022
- Amerilife of Florida LLCSep 2020 to Mar 2021
- American Income LifeJun 2020 to Aug 2020
- Slav Bitman Agency - American Income Life InsuranceJun 2020 to Aug 2020
- New York LifeFeb 2020 to May 2020
- UnemployedAug 2019 to Jan 2020
- Precise Fit Limited LLC (mercy San Juan Medical Center)Feb 2019 to Jul 2019
- UnemployedOct 2018 to Jan 2019
- Keller Williams Town & CountryOct 2017 to Sep 2018
- UnemployedAug 2017 to Sep 2017
- Fsu Health and Wellness CenterMay 2016 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7235276
- Firm CRD
- 104555