Matthew Giroux
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2023 to now
- HqoSep 2022 to Dec 2022
- Fidelity InvestmentsJun 2022 to Sep 2022
- Manchester Country ClubMay 2021 to Sep 2021
- Roberto Brother's Property ManagementMay 2021 to Sep 2021
- Manchester Country ClubMay 2020 to Sep 2020
- Endicott CollegeSep 2019 to May 2023
- Manchester Country ClubJun 2018 to Sep 2019
- Bedford High SchoolSep 2017 to Jun 2018
- Manchester Country ClubJun 2017 to Sep 2017
- Bedford High SchoolSep 2016 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NH, 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
- 7774279
- Firm CRD
- 104555