Matthew E. Vahl
STRATEGIC ADVISERS LLC | Financial Consultant
DARIEN, IL
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CRD#: 2447738
Professional summary
Matthew Edward Vahl, who also goes by Matt Vahl, Matthew E Vahl, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Darien, Illinois and FIDELITY BROKERAGE SERVICES LLC located in Schaumburg, Illinois.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Matthew has worked at 7 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 6 and Series 26 exams.
Biography
As a Financial Consultant with Fidelity Investments and 28 years of industry experience, I am passionate in partnering with my clients to identify and understand their financial goals and desires. We work together to crystallize those goals and develop personalized plans to work toward their financial desires to provide freedom, flexibility, and peace of mind.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt Vahl | Matthew E Vahl
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Edward Vahl's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneEducation
Marquette University
Bachelor of Business Administration - Finance
1992
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1750 E Golf Road Suite 100, Schaumburg, IL 60173-5835RIA
CRD#: 104555
DARIEN, IL
Current
December 18, 2019 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1750 E Golf Road Suite 100, Schaumburg, IL 60173-5835BD
CRD#: 7784
SCHAUMBURG, IL
Past
January 13, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SCHAUMBURG, IL
Past
August 20, 2009 - September 12, 2019
EAGLE STRATEGIES LLC
RIA
CRD#: 110826
DARIEN, IL
Past
April 4, 2005 - September 12, 2019
NYLIFE DISTRIBUTORS LLC
BD
CRD#: 35350
DARIEN, IL
Past
January 22, 2001 - April 20, 2005
NYLIFE SECURITIES LLC
BD
CRD#: 5167
NEW YORK, NY
Past
October 1, 1996 - October 22, 1998
NYLIFE SECURITIES LLC
BD
CRD#: 5167
NEW YORK, NY
Past
February 15, 1994 - September 19, 1996
SIGNATOR FINANCIAL SERVICES, INC.
BD
CRD#: 19061
BOSTON, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(4/23/2020)
RR
California(4/23/2020)
RR
Colorado(4/28/2020)
RR
Connecticut(9/18/2020)
RR
Florida(7/17/2020)
RR
Georgia(4/23/2020)
RR
Illinois(12/18/2019)
IAR
Illinois(3/31/2025)
RR
Indiana(4/23/2020)
RR
Iowa(1/17/2020)
RR
Kentucky(2/10/2021)
RR
Maryland(7/17/2020)
RR
Michigan(7/17/2020)
RR
Missouri(1/17/2020)
RR
New Jersey(11/17/2023)
RR
New York(8/8/2020)
RR
North Carolina(7/17/2020)
RR
North Dakota(8/8/2020)
RR
Ohio(7/19/2020)
RR
Oklahoma(7/17/2020)
RR
Oregon(7/17/2020)
RR
Pennsylvania(5/3/2024)
RR
South Carolina(4/15/2021)
RR
South Dakota(8/8/2020)
RR
Tennessee(8/13/2021)
RR
Texas(7/17/2020)
IAR
Texas(3/31/2025)
RR
Vermont(3/25/2023)
RR
Virginia(7/17/2020)
RR
Wisconsin(1/17/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Darien, ILTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
