MATTHEW WOLFE is an investment adviser representative (IAR) with state registration records since 2017, appearing at 4 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2021-08-18 | 2025-03-31 | — |
| BEACON POINTE ADVISORS, LLC | 2021-05-21 | 2021-06-07 | — |
| D.R. SAUR FINANCIAL, INC. | 2017-02-04 | 2021-04-21 | — |