Matthew Crane Nelson
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 LLCJul 2026 to now
- Fidelity InvestmentsJan 2025 to now
- UnemployedOct 2024 to Jan 2025
- My Wealth Foundations/ Global View Capital AdvisorsAug 2024 to Oct 2024
- UnemployeedApr 2024 to Aug 2024
- Keyence Corp. of AmericaJan 2023 to Apr 2024
- Professor Sterling BoneAug 2022 to Jan 2023
- General MillsJun 2022 to Aug 2022
- Professor Sterling BoneDec 2021 to Jun 2022
- Usu AthleticsAug 2021 to Dec 2021
- Grifols Plasma CenterDec 2018 to Aug 2021
- Food Truck LoaderJan 2018 to Dec 2018
- UnemployedOct 2017 to Jan 2018
- The Church of Jesus Christ of Later-day SaintsDec 2015 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
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
- 8035576
- Firm CRD
- 104555