Matthew B. Dipippo
STRATEGIC ADVISERS LLC | Planning Consultant
PROVIDENCE, RI
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CRD#: 5764553
Professional summary
Matthew Benjamin Dipippo, who also goes by Matthew Benjamin Dipippo, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Providence, Rhode Island and FIDELITY BROKERAGE SERVICES LLC located in Providence, Rhode Island.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Matthew has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 52, Series 7, Series 6, Series 53 and Series 24 exams.
Biography
I work as part of financial planning teams and partner with individuals and families to create a clear vision to understand and prepare for your financial goals. It is my primary focus to build our relationship through collaboration, candor and respect to know that you are well prepared to handle life's uncertainties.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matthew Benjamin Dipippo
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-118669|OrgNmn:Dog sitting|Org Addr:Providence,Rhode Isla,US|OBA Nature:Dog sitting|Invst Rel:N|Title:Dog sitting|Duties:Taking dog out but will only accept dogs that can stay all day in house with not needing to go out due to that I work in office 2-3 days per w|StrtDt:|TotHrs/mon:4|TrdHrs/mon:1|OBA-94695|OrgNmn:Ebay selling|Org Addr:Providence,Rhode Isla,US|OBA Nature:Ebay selling|Invst Rel:N|Title:seller|Duties:shipping items and answering questions|StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|OBA-67296|OrgNmn:Rental Property|Org Addr:Lake Lure,North Caro,US|OBA Nature:Rental Property|Invst Rel:Y|Title:Property Owner|Duties:Not much on me because a management company will be taking care of most things|StrtDt:03-22-22|TotHrs/mon:4|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Benjamin Dipippo'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
Rhode Island College
Bachelor of Science (BS) - Finance
2009
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 10 Memorial Boulevard, Providence, RI 02903RIA
CRD#: 104555
PROVIDENCE, RI
Current
April 3, 2018 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 10 Memorial Boulevard, Providence, RI 02903BD
CRD#: 7784
Providence, RI
Past
July 12, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
PROVIDENCE, RI
Past
May 2, 2013 - March 16, 2018
CITIZENS SECURITIES, INC.
BD
CRD#: 39550
EAST PROVIDENCE, RI
Past
December 7, 2011 - October 26, 2012
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
WARWICK, RI
Past
May 3, 2010 - November 3, 2011
NYLIFE SECURITIES LLC
BD
CRD#: 5167
PROVIDENCE, RI
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(7/15/2025)
RR
Arizona(2/12/2021)
RR
California(2/12/2021)
RR
Colorado(2/12/2021)
RR
Connecticut(4/3/2018)
RR
District of Columbia(7/15/2025)
RR
Florida(4/3/2018)
RR
Georgia(2/12/2021)
RR
Hawaii(7/15/2025)
RR
Illinois(2/12/2021)
RR
Maine(1/7/2022)
RR
Maryland(2/12/2021)
RR
Massachusetts(4/3/2018)
RR
Michigan(11/14/2022)
RR
Minnesota(2/12/2021)
RR
Montana(9/11/2025)
RR
Nevada(1/7/2022)
RR
New Hampshire(4/3/2018)
RR
New Jersey(2/12/2021)
RR
New York(2/12/2021)
RR
North Carolina(2/12/2021)
RR
Ohio(2/15/2021)
RR
Pennsylvania(2/12/2021)
RR
Puerto Rico(7/15/2025)
RR
Rhode Island(4/3/2018)
IAR
Rhode Island(3/31/2025)
RR
South Carolina(1/7/2022)
RR
South Dakota(11/15/2022)
RR
Tennessee(7/15/2025)
RR
Texas(4/3/2018)
IAR
Texas(3/31/2025)
RR
Utah(12/10/2024)
RR
Vermont(11/15/2022)
RR
Virginia(2/12/2021)
RR
Washington(7/15/2025)
RR
West Virginia(7/15/2025)
RR
Wisconsin(7/15/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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.
