Matthew J. Rosenthal
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2021 to now
- Town of North AndoverDec 2020 to Jan 2021
- Fidleity InvestmentsJun 2020 to Aug 2020
- Universidad Pablo De OlavideSep 2019 to Dec 2019
- Big Pig BarbecueJun 2019 to Aug 2019
- Baba's PizzaJun 2018 to Jan 2020
- Massachusetts Staffing AssociationDec 2017 to Jan 2018
- Bryant UniversityAug 2017 to May 2021
- Town of North AndoverJun 2015 to Aug 2018
- North Andover High SchoolSep 2013 to Jun 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 1 state (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
- 7400830
- Firm CRD
- 104555