Matthew Barjenbruch
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 InvestmentsAug 2023 to now
- Techtronic IndustiresFeb 2022 to Aug 2023
- University of UtahAug 2019 to Dec 2021
- Cubby'sMay 2018 to Feb 2022
- CinemarkNov 2017 to Jan 2018
- Salt Lake Community CollegeAug 2017 to Jun 2019
- Bruges Belgian BistroJun 2017 to Aug 2017
- Jimmy JohnsMay 2017 to May 2017
- Lone Peak High SchoolAug 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 7800096
- Firm CRD
- 104555