Matthew J. Troncellito
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
SPARTA, NJ
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CRD#: 4935247
Professional summary
Matthew Joseph Troncellito, CFP®, who also goes by Matthew J Troncellito, Matthew Joseph Troncellito, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Sparta, 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 2005. Matthew has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
For almost twenty years my career in financial services has included roles in risk management, trading, and personal financial planning. I'm proud that nearly fifteen of those years have been with Fidelity Investments. Leveraging these experiences, together we will build plans to address your unique financial goals. I played lacrosse in college and graduated cum laude with a degree in Economics. I served with distinction in the U.S. Navy, enjoy the outdoors, and reside in Nutley, NJ.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Estate Planning
Retirement Income Management
Insurance Planning
Social Security Planning
Investment Planning
Retirement Planning
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Matthew J Troncellito | Matthew Joseph Troncellito
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 Joseph Troncellito'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®
CFP®
Start date: 2014
Education
Southern New Hampshire University
Bachelor of Business Studies (BBS) - Economics
2004
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 57 State Route 23 West Belt Plaza, Wayne, NJ 07470-6936RIA
CRD#: 104555
SPARTA, NJ
Current
July 21, 2017 - 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
August 4, 2017 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
WAYNE, NJ
Past
April 24, 2015 - July 19, 2017
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
NUTLEY, NJ
Past
April 23, 2015 - July 19, 2017
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
NUTLEY, NJ
Past
December 12, 2012 - April 9, 2015
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
LATHAM, NY
Past
December 12, 2012 - April 9, 2015
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
LATHAM, NY
Past
July 25, 2006 - October 8, 2012
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
MILLBURN, NJ
Past
May 20, 2005 - October 5, 2012
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
MILLBURN, 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".
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(1/10/2018)
RR
Connecticut(7/21/2022)
RR
Delaware(9/27/2019)
RR
District of Columbia(1/7/2022)
RR
Florida(7/21/2017)
RR
Georgia(8/13/2021)
RR
Illinois(7/8/2022)
RR
Iowa(11/17/2020)
RR
Maryland(4/23/2020)
RR
Massachusetts(9/27/2019)
RR
Michigan(12/14/2020)
RR
Nevada(8/21/2017)
RR
New Jersey(7/21/2017)
IAR
New Jersey(3/31/2025)
RR
New York(7/21/2017)
RR
North Carolina(1/11/2018)
RR
Ohio(12/13/2018)
RR
Pennsylvania(8/21/2017)
RR
Rhode Island(3/4/2022)
RR
South Carolina(8/21/2017)
IAR
Texas(3/31/2025)
RR
Utah(3/4/2022)
RR
Vermont(7/5/2018)
RR
Virginia(9/27/2019)
RR
Washington(7/8/2022)
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
Vice President, Financial ConsultantCRD#: 104555Sparta, NJTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
