DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)34 years in industry

ALFRED PETER MATALONI

Advisor at STRATEGIC ADVISERS LLC

URBANDALE, IA

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:751981c8-c043-4703-11d5-2efef707a3c8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Oct 1, 2001 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: Feb 10, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Feb 10, 1992
First registration: Oct 1, 2001
Dual registered: yes, broker-dealer
IAPD individual key: 2211991

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	URBANDALE, IA	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Apr 17, 2020	Mar 31, 2025	no	URBANDALE, IA	Previous registration
KESTRA ADVISORY SERVICES, LLC	Bd affiliated wealth	Apr 20, 2016	Jan 28, 2020	no	WEST DES MOINES, IA	Previous registration
NFP ADVISOR SERVICES, LLC	Former SEC adviser	Jan 18, 2007	Sep 22, 2016	no	AUSTIN, TX\|WEST DES MOINES, IA	Previous registration
WOODBURY FINANCIAL SERVICES, INC.	Former SEC adviser	Oct 1, 2001	Jan 17, 2007	no	WEST DES MOINES, IA\|WEST DES MOINES, IA	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
KESTRA ADVISORY SERVICES, LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jan 28, 2020	Apr 17, 2020	80	Firm change	Ibd to ibd
NFP ADVISOR SERVICES, LLC	KESTRA ADVISORY SERVICES, LLC	Sep 22, 2016	Apr 20, 2016	-155	Bulk transfer	Other
WOODBURY FINANCIAL SERVICES, INC.	NFP ADVISOR SERVICES, LLC	Jan 17, 2007	Jan 18, 2007	1	Firm change	Other

Relationships

Registered with (5)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Apr 17, 2020 to Mar 31, 2025factForm ADV
→ KESTRA ADVISORY SERVICES, LLCRegistered adviserregistration: previous registration
Apr 20, 2016 to Jan 28, 2020factForm ADV
→ NFP ADVISOR SERVICES, LLCRegistered adviserregistration: previous registration
Jan 18, 2007 to Sep 22, 2016factForm ADV
→ WOODBURY FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Oct 1, 2001 to Jan 17, 2007factForm ADV

Dated events

No dated event names this entity yet.