Matthew Sims
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsSep 2024 to now
- The Exercise Coach SouthlakeSep 2023 to Aug 2024
- Trinity Real Estate Investment ServicesJun 2023 to Aug 2023
- J.crewMay 2022 to May 2023
- UnemployedAug 2021 to May 2022
- Timarron Country ClubFeb 2021 to Jul 2021
- UnemployedMar 2020 to May 2021
- White's Chapel Methodist ChurchNov 2019 to Mar 2020
- Timarron HoaMay 2018 to Nov 2019
- UnemployedJan 2018 to May 2018
- Trinity Presbyterian ChurchDec 2015 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7987053
- Firm CRD
- 104555