Matthew R. Brown
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
BABYLON, NY
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CRD#: 5417648
Professional summary
Matthew Ryan Brown, CFP®, who also goes by Matthew Ryan Brown, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Babylon, New York and FIDELITY BROKERAGE SERVICES LLC located in Plainview, New York.
Matthew is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Matthew has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
I partner with clients to help them build a financial plan that works toward their financial goals while focusing on retirement, income & wealth planning.
Question & Answer
What are your service offerings?
Retirement Planning
Comprehensive Financial Planni...
Investment Planning
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes
Aliases
Matthew Ryan Brown
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 Ryan Brown'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: 2015
Education
SUNY College at Oneonta
Bachelor of Science (BS) - Business - Economics
2006
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1551 Old Country Rd, Plainview, NY 11803-5014RIA
CRD#: 104555
BABYLON, NY
Current
April 4, 2016 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1551 Old Country Road, Plainview, NY 11803BD
CRD#: 7784
Plainview, NY
Past
March 9, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
PLAINVIEW, NY
Past
October 28, 2009 - March 21, 2016
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
NEW YORK CITY, NY
Past
August 25, 2008 - March 21, 2016
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
NEW YORK CITY, NY
Past
January 9, 2008 - July 28, 2008
OPPENHEIMER & CO. INC.
BD
CRD#: 249
NEW YORK, NY
Past
November 2, 2007 - January 15, 2008
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
MELVILLE, NY
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(1/3/2020)
RR
California(4/13/2016)
RR
Connecticut(4/4/2016)
RR
Delaware(8/10/2017)
RR
Florida(4/6/2016)
RR
Georgia(3/16/2023)
RR
Hawaii(7/15/2020)
RR
Illinois(9/29/2023)
RR
Maryland(3/25/2023)
RR
Massachusetts(4/13/2016)
RR
New Hampshire(3/30/2023)
RR
New Jersey(4/15/2016)
RR
New York(4/5/2016)
IAR
New York(3/31/2025)
RR
North Carolina(4/20/2016)
RR
Pennsylvania(4/13/2016)
RR
South Carolina(8/10/2017)
RR
Texas(1/3/2020)
IAR
Texas(3/31/2025)
RR
Vermont(10/21/2025)
RR
Virginia(8/10/2017)
RR
Wisconsin(8/16/2019)
Exams
State Security Law Exam
State Security Law 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
Vice President, Financial ConsultantCRD#: 104555Babylon, NYTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
