Matthew John Voelker
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.
- Strategic Advisers LLCJun 2025 to now
- Fidelity InvestmentsMar 2025 to now
- New Jersey JackalsAug 2024 to Sep 2024
- Ottawa TitansMay 2024 to Aug 2024
- Self EmployedOct 2023 to Feb 2025
- Boise HawksMay 2023 to Sep 2023
- Fortis Media UabOct 2022 to Apr 2023
- Frederick KeysJul 2022 to Sep 2022
- Baylor UniversityJul 2021 to Jun 2022
- Loyola Marymount UniversityJul 2017 to Jun 2021
- Granite Bay High SchoolAug 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 8070009
- Firm CRD
- 104555