Matthew Alexander Green
Investment adviser representative at Strategic Advisers LLC
14 yearsExperience
1 stateRegistered 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
14 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2024 to now
- Jmg To the MoonJan 2023 to Mar 2024
- J.P. Morgan Securities LLCJul 2022 to Mar 2024
- JPMorgan Chase Bank, N.A.Jul 2022 to Mar 2024
- Breathalyzers for Fire FightersJan 2022 to Mar 2024
- Breathalyzers for FirefightersJan 2022 to Mar 2024
- Fidelity Personal and Workplace AdvisorNov 2021 to Jun 2022
- PoshmarkJun 2021 to Jul 2022
- Fidelity Brokerage Services LLCMay 2021 to Jun 2022
- Fidelity InvestmentsMay 2021 to Jun 2022
- Northwestern MutualMay 2020 to Apr 2021
- Northwestern Mutual Investment Services LLCMay 2020 to Apr 2021
- Northwestern Mutual Life Insurance CompanyMay 2020 to Apr 2021
- Hightower AdvisorsMay 2019 to Sep 2019
- St. Mary's College of CaliforniaAug 2015 to May 2020
- UnemployedJul 2012 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7253132
- Firm CRD
- 104555