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Gregory William Mattson

Gregory W. Mattson

STRATEGIC ADVISERS LLC | Financial Consultant
BONNEYLAKE, WA
Some features on this profile are disabled
CRD#: 5419154
Gregory William Mattson

Professional summary

Gregory William Mattson, who also goes by Greg William Mattson, Greg Mattson, Gregory William Mattson, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Bonneylake, Washington and FIDELITY BROKERAGE SERVICES LLC located in Seattle, Washington.

Gregory is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Gregory has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Biography

Helping others has been one of my guiding principles throughout my life. Working for a firm that shares these values is what led me to Fidelity. With over 10 years of experience in Financial Services, coupled with one of the most successful investment firms in the industry, I am passionate about building relationships with you, and your family in order to help you work toward your financial goals.
top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Greg William Mattson | Greg Mattson | Gregory William Mattson

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 Gregory William Mattson'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

Central Washington University

Bachelor of Science (BS) - General Studies Business

2007

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 1518 6th Ave, Seattle, WA 98101-1706
RIA
CRD#: 104555
BONNEYLAKE, WA
Current

April 28, 2017 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 1518 6th Ave, Seattle, WA 98101
BD
CRD#: 7784
Seattle, WA
Past

July 13, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
SEATTLE, WA
Past

June 1, 2017 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
SEATTLE, WA
Past

October 1, 2012 - April 20, 2017

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
AUBURN, WA
Past

October 1, 2012 - April 20, 2017

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
AUBURN, WA
Past

September 23, 2009 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
ENUMCLAW, WA
Past

September 23, 2009 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
ENUMCLAW, WA
Past

May 27, 2008 - March 4, 2009

SECURIAN FINANCIAL SERVICES, INC.

RIA
CRD#: 15296
BELLEVUE, WA
Past

March 3, 2008 - March 4, 2009

SECURIAN FINANCIAL SERVICES, INC.

BD
CRD#: 15296
BELLEVUE, WA

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
Alaska
(4/23/2020)
RR
Arizona
(4/23/2020)
RR
California
(4/28/2017)
RR
Colorado
(8/8/2020)
RR
Connecticut
(2/18/2020)
RR
Florida
(4/23/2020)
RR
Georgia
(4/23/2020)
RR
Hawaii
(4/23/2020)
RR
Idaho
(4/28/2017)
RR
Indiana
(10/9/2020)
RR
Kentucky
(8/8/2020)
RR
Massachusetts
(5/3/2024)
RR
Minnesota
(10/9/2020)
RR
Montana
(11/19/2019)
RR
Nevada
(4/23/2020)
RR
New Jersey
(9/29/2023)
RR
New York
(10/29/2019)
RR
North Carolina
(7/19/2024)
RR
Oregon
(4/28/2017)
RR
Tennessee
(4/23/2020)
RR
Utah
(4/23/2020)
RR
Washington
(5/24/2017)
IAR
Washington
(3/31/2025)
RR
Wisconsin
(3/4/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/14/2008
Uniform Combined 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: 3/1/2008
General Securities 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#: 104555Bonneylake, WA

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Contact information

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