Matthew Pomfret
Investment adviser representative at Strategic Advisers LLC
16 yearsExperience
1 stateRegistered 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
16 years in the industry.
- Strategic Advisers LLCSep 2026 to now
- Fidelity InvestmentsMay 2026 to now
- UnemployedMar 2025 to May 2026
- "judy Justice"/picrow Streaming Inc./gep Talent Services, LLC.Aug 2024 to Mar 2025
- UnemployedApr 2024 to Aug 2024
- "judy Justice"/picrow Streaming Inc./gep Talent Services, LLC.Apr 2023 to Apr 2024
- UnemployedFeb 2023 to Apr 2023
- "judy Justice"/picrow Streaming Inc./gep Talent Services, LLC.Jun 2022 to Feb 2023
- UnemployedNov 2021 to Jun 2022
- "judy Justice"/picrow Streaming Inc./gep Talent ServicesJun 2021 to Nov 2021
- UnemployedApr 2021 to Jun 2021
- "judge Judy"/big Ticket Pictures, Inc./gep Talent Services, LLC.Jan 2010 to Apr 2021
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 8273586
- Firm CRD
- 104555