Matthew J. Cohen
STRATEGIC ADVISERS LLC | Investment Consultant
WALLINGFORD, CT
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CRD#: 7173340
Professional summary
Matthew Joseph Cohen, who also goes by Matthew Joseph Cohen, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Wallingford, Connecticut and FIDELITY BROKERAGE SERVICES LLC located in West Hartford, Connecticut.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2020. Matthew has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Biography
As an Investment Consultant, I partner with my clients to help them develop and maintain a comprehensive financial plan customized to their specific goals. My focus is on truly understanding my clients, their families, and the things that matter most to them. By collaboratively working together to discuss your financial and personal preferences, we can create a tailored strategy to purse your goals.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Matthew Joseph Cohen
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-17027|OrgNmn:DAK HOLDINGS LLC|Org Addr:Bloomfield,Connecticu,US|OBA Nature:To make passive income to supp|Invst Rel:Y|Title:Member|Duties:#NAME?|StrtDt:11-17-2020|TotHrs/mon:10|TrdHrs/mon:0|OBA-60562|OrgNmn:WHAK HOLDINGS LLC|Org Addr:West Hartf,Connecticu,US|OBA Nature:Real estate investment propert|Invst Rel:Y|Title:Partner|Duties:Property management visis (After work hours), including delegation of services (Plumbers, contractors, etc), to visit the property and remedia|StrtDt:06-25-2021|TotHrs/mon:8|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Matthew Joseph Cohen'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
University of Connecticut
Bachelor of Science (BS) - Finance
2015
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 29 S Main Street Ste A02 Town Center, West Hartford, CT 06107-4211RIA
CRD#: 104555
WALLINGFORD, CT
Current
November 14, 2019 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 29 South Main Street Ste A02 Town Center, West Hartford, CT 06107BD
CRD#: 7784
West Hartford, CT
Past
September 16, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
WEST HARTFORD, CT
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
California(1/6/2024)
RR
Connecticut(2/14/2020)
IAR
Connecticut(3/31/2025)
RR
Florida(1/4/2025)
RR
Maryland(5/3/2024)
RR
Massachusetts(1/12/2021)
RR
New Hampshire(10/16/2024)
RR
New York(1/7/2022)
RR
North Carolina(1/4/2025)
RR
Pennsylvania(1/4/2025)
RR
Rhode Island(7/19/2024)
RR
South Carolina(3/2/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/14/2019
General Securities Representative ExaminationGeneral 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.
Check for any disclosures as part of your thorough research when choosing an advisor.
