MATTHEW PHILMUS is an investment adviser representative (IAR) with state registration records since 2016, appearing at 6 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2022-09-20 | 2025-03-31 | — |
| CHARLES SCHWAB & CO., INC. | 2021-09-08 | 2022-08-12 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2019-01-18 | 2021-10-20 | — |
| TD AMERITRADE, INC. | 2019-01-18 | 2021-10-20 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2016-12-21 | 2018-12-03 | — |