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Matthew Hickey

Investment adviser representative at Strategic Advisers LLC
13 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

13 years in the industry.

  1. Strategic Advisers LLCMar 2025 to now
  2. Fidelity InvestmentsSep 2023 to now
  3. Fidelity InvestmentsMay 2023 to Aug 2023
  4. Tvr MlsDec 2022 to May 2023
  5. The Fresh MarketJul 2022 to Dec 2022
  6. LowesMay 2022 to Jul 2022
  7. TargetFeb 2022 to Apr 2022
  8. Food CityAug 2021 to Dec 2021
  9. Sam's ClubMay 2021 to Jul 2021
  10. East Tennessee State UniversityMay 2020 to Sep 2023
  11. Food CityJul 2017 to Dec 2020
  12. Walters State Community CollegeMay 2017 to May 2020
  13. Gateway Christian HighschoolAug 2013 to May 2017

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 2 states (TN, 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
7806605
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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