Matthew Bernot
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsApr 2021 to now
- UnemployedFeb 2021 to Apr 2021
- Equitable Advisors, LLCAug 2020 to Feb 2021
- UnemployedMay 2020 to Aug 2020
- Johnson & Wales UniversitySep 2019 to May 2020
- Material Sand & Stone CorporationJun 2019 to Sep 2019
- Johnson & Wales UniversityAug 2018 to May 2019
- Breslin RealtyJun 2018 to Aug 2018
- Skidmore CollegeSep 2017 to Jun 2018
- New York IslandersJun 2017 to Sep 2017
- Skidmore CollegeSep 2016 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (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
- 7282553
- Firm CRD
- 104555