Matthew Joseph Heinz
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 LLCOct 2025 to now
- Fidelity InvestmentsJun 2025 to now
- UnemployedApr 2025 to Jun 2025
- Torch Lake CafeJun 2024 to Aug 2024
- Torch Lake CafeJun 2023 to Aug 2023
- Torch Lake CafeMay 2022 to Aug 2022
- Grand Valley State UniversityAug 2021 to Apr 2025
- Torch Lake CafeJun 2021 to Aug 2021
- ChipolteJan 2021 to Jun 2021
- Torch Lake CafeJun 2020 to Sep 2020
- Northville Public SchoolJan 2015 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MI, 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
- 8115751
- Firm CRD
- 104555