Matthew W. Wells
Professional summary
Matthew Wesley Wells, who also goes by Matthew Wesley Wells, Matthew Wells, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Lees Summit, Missouri and FIDELITY BROKERAGE SERVICES LLC located in Westlake, Texas.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Matthew has worked at 13 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Wesley Wells's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
July 22, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: One Destiny Way, Westlake, TX 76262October 19, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
August 24, 2021 - May 25, 2022
PLANMEMBER SECURITIES CORPORATION
August 24, 2021 - May 25, 2022
PLANMEMBER SECURITIES CORPORATION
November 23, 2020 - January 27, 2021
WADDELL & REED
November 23, 2020 - January 27, 2021
WADDELL & REED
May 22, 2018 - April 11, 2019
BMO HARRIS FINANCIAL ADVISORS, INC.
May 17, 2018 - April 11, 2019
BMO HARRIS FINANCIAL ADVISORS, INC.
January 16, 2018 - May 18, 2018
EMPOWER FINANCIAL SERVICES, INC.
January 24, 2017 - May 5, 2017
SCOTTRADE INVESTMENT MANAGEMENT
August 17, 2015 - May 5, 2017
SCOTTRADE, INC.
April 6, 2015 - July 29, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 13, 2015 - July 29, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
June 3, 2014 - March 6, 2015
U.S. BANCORP INVESTMENTS, INC.
May 16, 2011 - March 4, 2013
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC.
July 16, 2004 - December 1, 2004
NEW ENGLAND SECURITIES
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
(10/17/2022)
(12/19/2022)
(10/20/2022)
(10/18/2022)
(7/26/2022)
(1/6/2023)
(7/25/2022)
(4/5/2023)
(10/19/2022)
(7/26/2022)
(7/27/2022)
(10/14/2022)
(7/25/2022)
(12/13/2022)
(10/13/2022)
(7/25/2022)
(7/25/2022)
(10/14/2022)
(10/18/2022)
(7/25/2022)
(7/26/2022)
(10/18/2022)
(7/27/2022)
(10/13/2022)
(10/19/2022)
(10/12/2022)
(3/31/2025)
(7/27/2022)
(8/1/2022)
(10/25/2022)
(8/3/2022)
(7/25/2022)
(10/12/2022)
(11/23/2022)
(7/26/2022)
(12/22/2022)
(7/25/2022)
(10/18/2022)
(7/26/2022)
(7/26/2022)
(8/5/2022)
(10/14/2022)
(10/18/2022)
(10/19/2022)
(10/13/2022)
(7/25/2022)
(3/31/2025)
(7/26/2022)
(10/13/2022)
(10/13/2022)
(11/8/2022)
(10/17/2022)
(7/26/2022)
(1/20/2023)
Exams
FINRA
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.
Check for any disclosures as part of your thorough research when choosing an advisor.
