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William E Mattey

William E. Mattey

STRATEGIC ADVISERS LLC | Financial Consultant
COHASSET, MA
Some features on this profile are disabled
CRD#: 3070127
William E Mattey

Professional summary

William E Mattey, CFP®, who also goes by William Edward Mattey, William Mattey, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Cohasset, Massachusetts and FIDELITY BROKERAGE SERVICES LLC located in Westwood, Massachusetts.

William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. William has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Biography

I partner with individuals, guiding them through the complexities of financial planning, designed to grow, protect and maintain their wealth.
top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

William Edward Mattey | William Mattey

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William E Mattey's CRS (Customer Relationship Summary).
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®
CFP®

Certified Financial Planner

Education

Hartwick College

Bachelor of Arts (BA) - History

1992

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 109 University Ave Ste 107, Westwood, MA 02090-2306
RIA
CRD#: 104555
COHASSET, MA
Current

March 26, 2014 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 109 University Ave Ste 107, Westwood, MA 02090-2306
BD
CRD#: 7784
Westwood, MA
Past

July 13, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
BOSTON, MA
Past

May 19, 2014 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
WESTWOOD, MA
Past

September 7, 2011 - September 7, 2012

OPPENHEIMER & CO. INC.

BD
CRD#: 249
BOSTON, MA
Past

March 4, 2010 - June 10, 2011

SUSQUEHANNA FINANCIAL GROUP, LLLP

BD
CRD#: 35865
BOSTON, MA
Past

October 1, 2008 - February 12, 2010

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
BOSTON, MA
Past

January 10, 2001 - October 1, 2008

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
BOSTON, MA
Past

April 28, 2000 - May 1, 2001

JPMSI

BD
CRD#: 15733
NEW YORK, NY
Past

August 20, 1998 - May 1, 2000

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
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
California
(2/12/2021)
RR
Connecticut
(3/26/2014)
RR
District of Columbia
(4/23/2020)
RR
Florida
(1/5/2016)
RR
Georgia
(10/31/2022)
RR
Maine
(3/26/2014)
RR
Maryland
(7/30/2025)
RR
Massachusetts
(3/26/2014)
IAR
Massachusetts
(3/31/2025)
RR
New Hampshire
(3/26/2014)
RR
New Jersey
(5/3/2024)
RR
New Mexico
(6/4/2019)
RR
New York
(2/19/2019)
RR
Pennsylvania
(7/19/2019)
RR
Rhode Island
(3/26/2014)
RR
Tennessee
(5/28/2024)
RR
Texas
(1/21/2021)
IAR
Texas
(3/31/2025)
RR
Virginia
(2/26/2019)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/12/2014
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/11/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/19/2000
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 8/18/1998
Investment Company Products/Variable Contracts Representative Examination
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)
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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)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)
FIDELITY STRATEGIC DISCIPLINES (11/10/2025)
FIDELITY WEALTH SERVICES (9/10/2025)
STRATEGIC ADVISERS LLC (9/10/2025)
FIDELITY MANAGED FIDFOLIOS (3/31/2025)
FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)
FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

STRATEGIC ADVISERS LLC

Financial ConsultantCRD#: 104555Cohasset, MA

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Contact information

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