Matthew Paul Spaletto
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCSep 2025 to now
- Fidelity InvestmentsSep 2024 to now
- School: University of CincinnatiJan 2022 to now
- Fidelity InvestmentsJun 2024 to Aug 2024
- Weas EngineeringMay 2023 to Aug 2023
- Texas RoadhouseMay 2022 to Dec 2022
- Corner Grill and DrinkeryAug 2021 to Dec 2021
- The Bridgewater ClubMay 2021 to Aug 2021
- School: Miami UniversityAug 2019 to May 2021
- Sky ZoneJun 2019 to Apr 2020
- Smoothie KingMar 2019 to Jun 2019
- School: Indiana Connections AcademyAug 2018 to May 2019
- Little Caesar'sMay 2018 to Aug 2018
- Ritz CharlesMay 2017 to Aug 2017
- School: Guerin Catholic High SchoolAug 2015 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (KY, 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
- 7987125
- Firm CRD
- 104555