Matthew Francis/george Hulse
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCJul 2025 to now
- Fidelity InvestmentsJun 2023 to now
- Seacoast Hockey OfficialsJul 2024 to Apr 2025
- UnemployedAug 2022 to Jul 2023
- Fidelity InvestmentsJun 2022 to Aug 2022
- UnemployedFeb 2022 to Jun 2022
- Fairway Independent Mortgage CorporationMay 2020 to Feb 2022
- Valley Hockey LeagueDec 2019 to Apr 2025
- Bryant UniversitySep 2019 to May 2023
- UnemployedSep 2019 to May 2020
- Dunkin' DonutsJun 2019 to Sep 2019
- Ne Given Day Ecommerce StoreJan 2019 to Sep 2019
- UnemployedSep 2018 to Jun 2019
- Spectrum Exterior DesignsJun 2018 to Sep 2018
- Pingree SchoolSep 2015 to May 2019
- UnemployedJan 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 8078998
- Firm CRD
- 104555