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.

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

Jan 1, 2009earliest registration or exam on IAPD

Years in industry

17derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S66

First exam

May 24, 2021

First registration

Jul 12, 2021

Dual registered

yes, broker-dealer

Other names

Matthew Ely|Matt Ely|Matthew Carroll Ely

IAPD individual key

7343685

• Occurred

  Jul 12, 2024
  Advisor changed firm

  Matthew Carroll Ely left Equitable Advisors, Llc for Strategic Advisers Llc (registered 2025-08-19)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:dcaee45a-4df4-9675-9e74-bd50d74d66f8

First observed

Jul 12, 2021

Last observed

Sep 16, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.