Matthew Clancy
STRATEGIC ADVISERS LLC | Financial Consultant
MONTVALE, NJ
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CRD#: 2811150
Professional summary
Matthew Clancy, who also goes by Matt Clancy, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Montvale, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Wayne, New Jersey.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Matthew has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Biography
My name is Matthew Clancy and I have worked in the financial services industry for more than 30 years. I am married and have two adult children. As an Financial Consultant, I provide guidance and use a variety of tools to help clients analyze their financial needs and objectives. I love what I do because it allows me to educate clients and help them build customized financial plans for them to work toward their financial goals.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt Clancy
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.
OAA#: 34179 | Org Name:Jersey Rose Real Estate, LLC | Org Addr:Minneapolis, MN, US | Nature of Bus:Rental real estate | Invst Rel:Y | Title:Part Owner | Duties:Owner | Start Dt:04/30/2009 | Total Hrs p/m:.5 | Sec Trdng Hrs p/m:0
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Clancy'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
Curry College
Bachelor of Arts (BA) - Business Management
1987
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 57 State Route 23 West Belt Plaza, Wayne, NJ 07470-6936RIA
CRD#: 104555
MONTVALE, NJ
Current
April 10, 2015 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 57 State Route 23 West Belt Plaza, Wayne, NJ 07470-6936BD
CRD#: 7784
Wayne, NJ
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
WAYNE, NJ
Past
October 21, 2015 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
PARAMUS, NJ
Past
December 7, 2000 - April 15, 2015
SANFORD C. BERNSTEIN & CO., LLC
BD
CRD#: 104474
WHITE PLAINS, NY
Past
December 3, 1996 - December 7, 2000
SANFORD C. BERNSTEIN & CO., INC.
BD
CRD#: 1232
NEW YORK, NY
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(8/8/2020)
RR
California(1/14/2022)
RR
Colorado(9/9/2022)
RR
Connecticut(1/14/2022)
RR
Delaware(1/14/2022)
RR
Florida(4/10/2015)
RR
Georgia(10/8/2021)
RR
Maine(1/14/2022)
RR
Maryland(1/14/2022)
RR
Massachusetts(8/8/2020)
RR
Michigan(1/14/2022)
RR
Nevada(2/12/2021)
RR
New Hampshire(9/3/2024)
RR
New Jersey(4/10/2015)
IAR
New Jersey(3/31/2025)
RR
New York(4/10/2015)
RR
North Carolina(9/11/2020)
RR
Pennsylvania(4/10/2015)
RR
Rhode Island(5/11/2023)
RR
South Carolina(5/19/2023)
RR
Tennessee(6/4/2021)
RR
Texas(1/7/2022)
IAR
Texas(3/31/2025)
RR
Virginia(10/9/2020)
RR
Washington(3/1/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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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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Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Montvale, NJTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
