Matthew Xavier Grieco
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 2024 to now
- The Prudential Insurance Company of AmericaJan 2024 to Feb 2024
- Pruco Securities LLCJun 2023 to Jun 2024
- Piece By Piece Moving and StorageMay 2020 to Aug 2020
- College of the Holy CrossSep 2019 to Jun 2023
- Hollister Co.May 2018 to Jan 2020
- Papa GinosMay 2017 to Aug 2017
- Wayland High SchoolSep 2015 to May 2019
- UnemployedJul 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
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
- 7783942
- Firm CRD
- 104555