Matthew Abrahamson
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJan 2021 to now
- TalentsourceJul 2020 to Jan 2021
- Home DepotMay 2020 to Jul 2020
- University of UtahAug 2019 to Jan 2021
- Bailey's Moving and StorageMay 2019 to Jul 2019
- Golden Spike RestaurantsNov 2017 to Feb 2018
- Weber State UniversityJul 2017 to May 2019
- Megaplex TheatersMay 2017 to Jan 2018
- Nuames High SchoolAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 7333822
- Firm CRD
- 104555