DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)12 years in industry

MATTHEW MEJIA

Advisor at STRATEGIC ADVISERS LLC

ORLANDO, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2aba807b-22f2-a0da-72b7-0703eb43fc83

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jul 10, 2020 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: May 13, 2020
First registration: Jul 10, 2020
Dual registered: yes, broker-dealer
Other names: Matt Mejia|MATTHEW LEON MEJIA
IAPD individual key: 7026420

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	ORLANDO, FL	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jan 13, 2022	Mar 31, 2025	no	ORLANDO, FL\|MERRIMACK, NH	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Jul 7, 2021	Sep 20, 2021	no	ORLANDO, FL	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Jul 10, 2020	Jul 12, 2021	no	Orlando, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
MML INVESTORS SERVICES, LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Sep 20, 2021	Jan 13, 2022	115	Firm change	Ibd to ibd
CHARLES SCHWAB & CO., INC.	MML INVESTORS SERVICES, LLC	Jul 12, 2021	Jul 7, 2021	-5	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jan 13, 2022 to Mar 31, 2025factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Jul 7, 2021 to Sep 20, 2021factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Jul 10, 2020 to Jul 12, 2021factForm ADV

Dated events

No dated event names this entity yet.