Matthew S. Bean
STRATEGIC ADVISERS LLC | Benefits & Planning Consultant, Executive Services
SPANISH FORK, UT
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CRD#: 6031856
Professional summary
Matthew Spencer Bean, who also goes by Matt Bean, Matthew Spencer Bean, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Spanish Fork, Utah and FIDELITY BROKERAGE SERVICES LLC located in Salt Lake City, Utah.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Matthew has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 9 and Series 10 exams.
Biography
I have spent over 10 years in the financial services Industry striving to provide world class service. My goal is to help clients to maximize their employer benefits and to assist in the process of seamlessly integrating those benefits into a comprehensive financial plan.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matt Bean | Matthew Spencer Bean
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 Matthew Spencer Bean'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
Utah Valley University
Bachelor of Accountancy - Accounting
2017
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 49 North 400 West, Salt Lake City, UT 84101RIA
CRD#: 104555
SPANISH FORK, UT
Current
May 7, 2012 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 49 North 400 West, Salt Lake City, UT 84101BD
CRD#: 7784
Salt Lake City, UT
Past
September 4, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SALT LAKE CITY, UT
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(5/14/2012)
RR
Alaska(5/14/2012)
RR
Arizona(5/14/2012)
RR
Arkansas(5/14/2012)
RR
California(5/14/2012)
RR
Colorado(5/7/2012)
RR
Connecticut(5/14/2012)
RR
Delaware(5/14/2012)
RR
District of Columbia(5/7/2012)
RR
Florida(5/7/2012)
RR
Georgia(5/14/2012)
RR
Hawaii(5/14/2012)
RR
Idaho(5/14/2012)
RR
Illinois(5/14/2012)
RR
Indiana(5/14/2012)
RR
Iowa(5/14/2012)
RR
Kansas(5/14/2012)
RR
Kentucky(5/14/2012)
RR
Louisiana(5/7/2012)
RR
Maine(5/14/2012)
RR
Maryland(5/7/2012)
RR
Massachusetts(5/14/2012)
RR
Michigan(5/14/2012)
RR
Minnesota(5/14/2012)
RR
Mississippi(5/14/2012)
RR
Missouri(5/14/2012)
RR
Montana(5/14/2012)
RR
Nebraska(5/14/2012)
RR
Nevada(5/14/2012)
RR
New Hampshire(5/14/2012)
RR
New Jersey(5/7/2012)
RR
New Mexico(5/14/2012)
RR
New York(5/14/2012)
RR
North Carolina(5/14/2012)
RR
North Dakota(8/30/2012)
RR
Ohio(5/7/2012)
RR
Oklahoma(5/14/2012)
RR
Oregon(5/14/2012)
RR
Pennsylvania(5/14/2012)
RR
Rhode Island(5/14/2012)
RR
South Carolina(5/14/2012)
RR
South Dakota(8/30/2012)
RR
Tennessee(8/30/2012)
RR
Texas(5/14/2012)
IAR
Texas(3/31/2025)
RR
Utah(5/14/2012)
IAR
Utah(3/31/2025)
RR
Vermont(5/7/2012)
RR
Virginia(5/14/2012)
RR
Washington(5/14/2012)
RR
West Virginia(5/14/2012)
RR
Wisconsin(5/14/2012)
RR
Wyoming(5/14/2012)
Exams
State Security Law Exam
State Security Law 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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Benefits & Planning Consultant, Executive ServicesCRD#: 104555Spanish Fork, UTTRUST BUT VERIFY
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Contact information
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