Matthew W. Mcwalters
Investment adviser representative at Strategic Advisers LLC
14 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
14 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsOct 2022 to now
- Equitable Advisors, LLC.Jun 2022 to Sep 2022
- Tokyo Olympics/nbcuniversal Media LLCJul 2021 to Aug 2021
- Jb Restaurant Partners Top FlighMay 2021 to Jul 2021
- Club Corp Hamlet Golf and Country ClubMay 2019 to Sep 2019
- University of MassachussettesSep 2018 to May 2022
- UnemployedJul 2017 to Aug 2018
- Commack High SchoolJun 2012 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
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
- 7579364
- Firm CRD
- 104555