ADAM MATTSON is an investment adviser representative (IAR) with state registration records since 2005, appearing at 5 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2025-03-31 | — |
| STRATEGIC ADVISERS LLC | 2017-04-13 | 2018-07-13 | — |
| RICHARD BROTHERS, FINANCIAL ADVISORS | 2016-11-15 | 2017-03-13 | — |
| COLUMBIA MANAGEMENT INVESTMENT ADVISERS, LLC | 2010-05-01 | 2016-05-31 | — |
| BOFA ADVISORS, LLC | 2005-05-10 | 2010-05-01 | — |