Matthew T. Korongy
Professional summary
Matthew Thomas Korongy, who also goes by Mathew Thomas Korongy, Matt Korongy, Matthew Thomas Korongy, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Suffern, New York and FIDELITY BROKERAGE SERVICES LLC located in Morristown, New Jersey.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1991. Matthew has worked at 10 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Thomas Korongy's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 35 Morris Street, Morristown, NJ 07960June 25, 2024 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 35 Morris Street, Morristown, NJ 07960July 5, 2024 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
September 5, 2023 - May 16, 2024
MORGAN STANLEY
March 28, 2023 - May 16, 2024
MORGAN STANLEY
December 10, 2019 - September 5, 2023
HARRISDIRECT LLC
November 6, 2019 - September 5, 2023
E*TRADE SECURITIES LLC
October 9, 2002 - October 15, 2018
CITIGROUP GLOBAL MARKETS INC.
September 1, 2001 - September 23, 2002
KIRLIN SECURITIES INC.
February 7, 1996 - September 1, 2001
M.S. FARRELL & COMPANY, INC.
October 4, 1991 - February 5, 1996
LEBENTHAL & CO., INC.
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/3/2025)
(6/25/2024)
(3/31/2025)
(6/25/2024)
(3/31/2025)
(9/11/2024)
(3/31/2025)
(7/23/2025)
(3/20/2025)
(12/10/2024)
Exams
Series 52TO
Date: 1/2/2023
Municipal Securities Representative ExaminationFINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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