MATTHEW DONALD CARLSON is an investment adviser representative (IAR) with state registration records since 2019, appearing at 3 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2021-12-03 | 2025-03-31 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2020-04-16 | 2021-10-22 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2019-07-03 | 2020-03-31 | — |