Matthew A. Williamson
STRATEGIC ADVISERS LLC | Financial Consultant
HIGHLANDS RANCH, CO
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CRD#: 5242097
Professional summary
Matthew Alexander Williamson, who also goes by Matt Williamson, Matthew A Williamson, Matthew M Williamson, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Highlands Ranch, Colorado and FIDELITY BROKERAGE SERVICES LLC located in Lone Tree, Colorado.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Matthew has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Biography
As a Financial Consultant, I analyze each individual's financial situation and help them build plans that truly reflect their goals, objectives, and risk tolerance. Doing business at Fidelity provides you access to our trusted brand, our industry leading technology, our cost efficient investment platform and the ability to work closely with me and my team.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt Williamson | Matthew A Williamson | Matthew M Williamson
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#: 63797 | Org Name:The Walt Disney Company | Org Addr:Denver, CO, US | Nature of Bus:ESPN broadcast TV | Invst Rel:N | Title:Spotter, Stats, Booth Coordinator | Duties:In Fall I assist with TV Production of ESPN live sporting events. I also may work occassionally. | Start Dt:01/10/2020 | Total Hrs p/m:10 | Sec Trdng Hrs p/m:0
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Alexander Williamson'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
Syracuse University
Bachelor of Science in Broadcast Journalism; - Minor in Political Science; Concentration in Marketing
2003
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 9185 East Westview Road, Lone Tree, CO 80124Office #3: 8085 S Chester Street Suite 250, Centennial, CO 80112RIA
CRD#: 104555
HIGHLANDS RANCH, CO
Current
February 3, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 9185 East Westview Road, Lone Tree, CO 80124Office #2: 8085 S Chester Street Suite 250, Centennial, CO 80112BD
CRD#: 7784
LONE TREE, CO
Past
June 3, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
DENVER, CO
Past
April 27, 2010 - September 10, 2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
RIA
CRD#: 20472
Highlands Ranch, CO
Past
November 9, 2006 - September 10, 2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
BD
CRD#: 20472
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(6/3/2020)
RR
Arkansas(9/29/2023)
RR
California(6/3/2020)
RR
Colorado(2/3/2020)
IAR
Colorado(3/31/2025)
RR
Florida(6/3/2020)
RR
Georgia(8/22/2024)
RR
Idaho(3/2/2024)
RR
Indiana(1/23/2023)
RR
Kansas(1/4/2025)
RR
Louisiana(1/19/2024)
RR
Maryland(3/28/2023)
RR
Massachusetts(9/29/2023)
RR
Michigan(2/13/2024)
RR
Missouri(8/27/2025)
RR
Nebraska(1/4/2025)
RR
Nevada(3/25/2023)
RR
New Hampshire(9/29/2023)
RR
New Mexico(6/3/2020)
RR
New York(6/3/2020)
RR
Ohio(6/4/2020)
RR
Oklahoma(1/19/2024)
RR
Texas(6/3/2020)
IAR
Texas(3/31/2025)
RR
Utah(1/4/2025)
RR
Washington(1/4/2025)
RR
Wyoming(1/4/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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
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#: 104555Highlands Ranch, COTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
