MATTHEW KLEIN is an investment adviser representative (IAR) with state registration records since 2020, 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 | 2022-05-20 | 2025-03-31 | — |
| AJF CAPITAL MANAGEMENT, INC. | 2021-08-10 | 2022-04-14 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2020-06-18 | 2021-07-13 | — |