Ritesh Mathur
STRATEGIC ADVISERS LLC | Financial Consultant
LEESBURG, VA
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CRD#: 5827133
Professional summary
Ritesh Mathur, CFP® is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Leesburg, Virginia and FIDELITY BROKERAGE SERVICES LLC located in Bethesda, Maryland.
Ritesh is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Ritesh has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Biography
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. My process, business beliefs, and values are all centered around you, your family, and your goals.
Question & Answer
What are your service offerings?
Insurance Planning
Retirement Planning
Investment Planning
Comprehensive Financial Planni...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
None
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 Ritesh Mathur'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: 2018
Education
University of Maryland
Bachelor of Economics - Economics
2010
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 7501 Wisconsin Ave Suite 1340, Bethesda, MD 20814RIA
CRD#: 104555
LEESBURG, VA
Current
August 31, 2016 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 7501 Wisconsin Avenue Suites 150w & 700w, Bethesda, MD 20814BD
CRD#: 7784
Bethesda, MD
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
BETHESDA, MD
Past
September 2, 2016 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
BETHESDA, MD
Past
October 27, 2015 - August 5, 2016
FORESTERS ADVISORY SERVICES, LLC
RIA
CRD#: 164663
SILVER SPRING, MD
Past
September 22, 2010 - August 5, 2016
FORESTERS FINANCIAL SERVICES, INC.
BD
CRD#: 305
SILVER SPRING, MD
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(11/4/2025)
RR
Arizona(3/4/2022)
RR
California(11/20/2017)
RR
Colorado(8/13/2021)
RR
Connecticut(8/10/2020)
RR
Delaware(11/15/2019)
RR
District of Columbia(9/1/2016)
RR
Florida(8/31/2016)
RR
Georgia(11/18/2019)
RR
Illinois(7/8/2022)
RR
Indiana(9/29/2023)
RR
Iowa(11/20/2017)
RR
Maine(11/20/2017)
RR
Maryland(8/31/2016)
IAR
Maryland(3/31/2025)
RR
Massachusetts(11/20/2017)
RR
Michigan(11/20/2017)
RR
Minnesota(3/4/2022)
RR
Nevada(7/11/2019)
RR
New Hampshire(3/1/2024)
RR
New Jersey(8/31/2016)
RR
New Mexico(4/24/2020)
RR
New York(11/20/2017)
RR
North Carolina(11/20/2017)
RR
Ohio(11/8/2019)
RR
Oregon(11/12/2019)
RR
Pennsylvania(8/31/2016)
RR
Rhode Island(2/12/2021)
RR
South Carolina(3/1/2024)
RR
Tennessee(7/10/2023)
RR
Texas(11/20/2017)
IAR
Texas(3/31/2025)
RR
Utah(6/26/2019)
RR
Virginia(8/31/2016)
IAR
Virginia(3/31/2025)
RR
Washington(11/20/2017)
RR
West Virginia(10/2/2023)
RR
Wisconsin(10/8/2021)
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.
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Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Leesburg, VATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
