Matthew R. Knight

STRATEGIC ADVISERS LLC | VP, Branch Leader

CANONSBURG, PA

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CRD#: 4776086

Professional summary

Matthew R Knight, who also goes by Matthew Ryan Knight, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Canonsburg, Pennsylvania and FIDELITY BROKERAGE SERVICES LLC located in Pittsburgh, Pennsylvania.

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 5 firms and has passed the Series 66, SIE, Series 31, Series 7, Series 10 and Series 9 exams.

Biography

As a Branch Manager, I strive to create a high-performance work culture by empowering and encouraging our associates to maximize their talents and help our clients plan for long-term financial well-being.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Matthew Ryan Knight

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 Matthew R Knight'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®

None

Education

Michigan State University

Bachelor of Arts (BA) - Finance

2003

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 1680 Washington Rd Ste H, Pittsburgh, PA 15241-1213

RIA

CRD#: 104555

CANONSBURG, PA

Current

December 2, 2005 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 1680 Washington Rd.,ste H, Pittsburgh, PA 15241

CRD#: 7784

Pittsburgh, PA

Past

July 13, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

PITTSBURGH, PA

Past

August 4, 2010 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

PITTSBURGH, PA

Past

January 13, 2005 - September 16, 2005

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

April 16, 2004 - November 22, 2004

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

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".

STRATEGIC ADVISERS LLC

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.

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

Pennsylvania
(10/24/2007)

IAR

Pennsylvania
(3/31/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/6/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 1/27/2005

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 4/14/2004

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 10/30/2009

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 10/17/2009

General Securities Sales Supervisor - Options Module Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

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)

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 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	Cover Page	Report

Red Flags

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

Contact information

(xxx) xxx-xxxx

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Matthew R. Knight

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew R Knight's CRS (Customer Relationship Summary).

Certified licenses

Education

Michigan State University

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

STRATEGIC ADVISERS LLC

MORGAN STANLEY DW INC.

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 5/6/2011

SIE

Date: 10/1/2018

Series 31

Date: 1/27/2005

Series 7

Date: 4/14/2004

Series 10

Date: 10/30/2009

Series 9

Date: 10/17/2009

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

Contact information

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