Matthew Jandziszak
STRATEGIC ADVISERS | Planning Consultant
BRECKSVILLE, OH
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CRD#: 7027584
Professional summary
Matthew Jandziszak, who also goes by Matthew Leon Jandziszak, Matthew Jandziszak, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Brecksville, Ohio and FIDELITY BROKERAGE SERVICES LLC located in Fairlawn, Ohio.
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 5 firms and has passed the Series 66, Series 7TO, Series 6TO, SIE, Series 10 and Series 9 exams.
Biography
My name is Matt and I am a Planning Consultant at the Fairlawn branch. I was born and raised in North East Ohio, graduated with a degree in Finance from Ohio State in 2018, and joined Fidelity in July of 2020. I work directly with our clients to help them feel fully supported by all the resources Fidelity has to offer, in pursuit of their financial goals. I am dedicated to working with clients to build financial plans that allow them to feel secure and to focus on what they enjoy in life.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matthew Leon Jandziszak | Matthew Jandziszak
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 Jandziszak'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
Ohio State University
Bachelor of Business Administration - Finance
2018
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 3750 W Market St Unit A, Fairlawn, OH 44333-4803RIA
CRD#: 104555
BRECKSVILLE, OH
Current
July 20, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 3750 W Market St Unit A, Fairlawn, OH 44333BD
CRD#: 7784
Fairlawn, OH
Past
October 25, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
FAIRLAWN, OH
Past
June 16, 2020 - July 14, 2020
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
Richfield, OH
Past
October 3, 2019 - July 14, 2020
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
Richfield, OH
Past
November 2, 2018 - August 1, 2019
NATIONWIDE INVESTMENT SERVICES CORPORATION
BD
CRD#: 7110
COLUMBUS, OH
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
Arizona(10/26/2021)
RR
Florida(10/26/2021)
RR
Kentucky(3/13/2026)
RR
North Carolina(10/26/2021)
RR
Ohio(7/20/2020)
IAR
Ohio(3/31/2025)
RR
Pennsylvania(10/26/2021)
RR
South Carolina(10/26/2021)
RR
Tennessee(1/8/2026)
RR
Texas(10/26/2021)
IAR
Texas(3/31/2025)
RR
Washington(1/6/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/10/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 11/2/2018
Investment Company Products/Variable Contracts Representative ExaminationGeneral 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)Loading...
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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Company Information
STRATEGIC ADVISERS LLC
Planning ConsultantCRD#: 104555Brecksville, OHTRUST BUT VERIFY
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Contact information
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