Matthew Williams
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 InvestmentsFeb 2023 to now
- National Accreditation Commission of Career Arts & SciencesMay 2022 to Feb 2023
- Barcelona Wine BarJul 2021 to Feb 2022
- Falls Church Distillers LLC.Jan 2021 to Jun 2021
- Tutor Smart AcademyAug 2020 to Sep 2020
- Capital BurgerFeb 2020 to Mar 2020
- Old Ox BreweryJun 2019 to Feb 2020
- Fairfax County Public SchoolsMay 2019 to Nov 2021
- George Mason UniversityJan 2018 to May 2021
- Clyde's Restaurant GroupJan 2018 to Dec 2018
- University of South CarolinaSep 2015 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 7698008
- Firm CRD
- 104555