Matthew A. Hubbard
STRATEGIC ADVISERS LLC | Financial Consultant
WEST CHESTER, OH
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CRD#: 5743971
Professional summary
Matthew Alan Hubbard, who also goes by Matt Alan Hubbard, Matthew Hubbard, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in West Chester, Ohio and FIDELITY BROKERAGE SERVICES LLC located in Beavercreek, Ohio.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Matthew has worked at 3 firms and has passed the Series 66, Series 63, Series 7TO, SIE, Series 7 and Series 9 exams.
Biography
As a Financial Consultant I partner with clients to gain an understanding of their short and long term financial goals. Through that partnership my team and I are able to assist my clients with the creation of a unique Financial Plan that helps to address their personal concerns. Additionally, I am able to support clients in the financial planning process by leveraging my years of industry experiences, educational background, and the members of my team.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt Alan Hubbard | Matthew Hubbard
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.
OBA-64395|OrgNmn:Madisoniville Education & Assistance Center |Org Addr:Cincinnati,Ohio,US|OBA Nature:Non profit supporting communit|Invst Rel:N|Title:MEAC Board Secretary|Duties:Assist board with planning and business decisions for the organization |StrtDt:12-01-2019|TotHrs/mon:10|TrdHrs/mon:0|OBA-62073|OrgNmn:So Chic Bath and Body|Org Addr:West Chest,Ohio,US|OBA Nature:Bath and Body goods|Invst Rel:N|Title:Co Owner|Duties:Sale and make goods |StrtDt:09-28-2020|TotHrs/mon:50|TrdHrs/mon:0|OBA-62151|OrgNmn:Mount St Joseph University |Org Addr:Cincinnati,Ohio,US|OBA Nature:Education |Invst Rel:N|Title:Independent Contractor|Duties:Facilitate courses on and off site |StrtDt:09-28-2020|TotHrs/mon:30|TrdHrs/mon:0|OBA-59951|OrgNmn:Indiana Wesleyan|Org Addr:West Chest,Ohio,US|OBA Nature:Education|Invst Rel:N|Title:Independent Contractor|Duties:Teach, and facilitate courses|StrtDt:09-28-2020|TotHrs/mon:30|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Alan Hubbard'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
Xavier University
Master of Business Administration (MBA) - Finance
2016
Wright State University
Bachelor of Science (BS) - Business Economics
2012
Wright State University
Bachelor of Science (BS) - Finance
2012
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 4389 Walnut St., Beavercreek, OH 45440RIA
CRD#: 104555
WEST CHESTER, OH
Current
December 15, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 4389 Walnut St., Beavercreek, OH 45440BD
CRD#: 7784
Beavercreek, OH
Past
January 28, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
COVINGTON, KY
Past
August 21, 2013 - November 30, 2016
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
COVINGTON, KY
Past
December 4, 2012 - November 29, 2016
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
COVINGTON, KY
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
Alabama(7/10/2023)
RR
Arizona(10/17/2023)
RR
California(1/4/2025)
RR
Florida(1/20/2021)
RR
Illinois(1/5/2024)
RR
Indiana(1/20/2021)
RR
Kentucky(1/19/2021)
RR
Massachusetts(7/19/2024)
RR
Michigan(5/3/2024)
RR
North Carolina(1/20/2021)
RR
Ohio(1/21/2021)
IAR
Ohio(3/31/2025)
RR
Oregon(1/4/2025)
RR
South Carolina(1/20/2021)
RR
South Dakota(7/10/2023)
RR
Tennessee(1/20/2021)
IAR
Texas(3/31/2025)
RR
Virginia(10/17/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/15/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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#: 104555West Chester, OHTRUST BUT VERIFY
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Contact information
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