MATTHEW WELLS is an investment adviser representative (IAR) with state registration records since 2015, appearing at 7 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2022-10-19 | 2025-03-31 | — |
| PLANMEMBER SECURITIES CORPORATION | 2021-08-24 | 2022-05-25 | — |
| WADDELL & REED | 2020-11-23 | 2021-01-27 | — |
| BMO HARRIS FINANCIAL ADVISORS, INC. | 2018-05-22 | 2019-04-11 | — |
| SCOTTRADE INVESTMENT MANAGEMENT | 2017-01-24 | 2017-05-05 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2015-04-06 | 2015-07-29 | — |