Matthew Pellegrino
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
3 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 LLCMar 2026 to now
- Fidelity InvestmentsOct 2025 to now
- UnemployedJul 2025 to Oct 2025
- Barrett's AlehouseOct 2023 to Dec 2023
- Tugboats RestaurantApr 2022 to Jun 2025
- La FinaMar 2022 to Jun 2022
- Maggie's Farm RestaurantMar 2018 to Jan 2025
- Hands for HireApr 2017 to Sep 2020
- Eddie's EverythingApr 2016 to Aug 2021
- UnemployedJun 2014 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 3 states (MA, NH, 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
- 8183610
- Firm CRD
- 104555