Quinlan Matthews
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
3 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.
- Strategic Advisers LLCMar 2026 to now
- Fidelity InvestmentsSep 2024 to now
- Delaware NorthNov 2021 to Feb 2022
- Education FirstOct 2021 to Aug 2024
- UnemployedJun 2021 to Sep 2021
- General DynamicsMay 2019 to Jan 2020
- Mullins CenterMar 2019 to Apr 2019
- Regreen SpringfieldJun 2018 to Apr 2019
- University of MassachusettsSep 2017 to May 2021
- Pittsfield High SchoolSep 2013 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 3 states (MA, RI, 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
- 7987121
- Firm CRD
- 104555