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RIA / WealthAdvisordual registered (broker-dealer)15 years in industry

ZACHARY DAVID MATTSON

Advisor at STRATEGIC ADVISERS LLC

TUALATIN, OR | TIGARD, OR

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Search this name across graphsid dfx:ria:e295f8cf-f939-87d5-80bb-c6cd6a7c0a64

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Nov 29, 2012 to Sep 15, 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: Nov 19, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: Nov 19, 2010
First registration: Nov 29, 2012
Dual registered: yes, broker-dealer
IAPD individual key: 5854957

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	TUALATIN, OR\|TIGARD, OR	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Mar 5, 2024	Mar 31, 2025	no	TIGARD, OR	Previous registration
STRATEGIC PE ADVISORS LLC	n/a	Feb 27, 2019	Dec 1, 2021	no	NEWBURY PARK, CA	Previous registration
STRATEGIC PE ADVISORS LLC	n/a	Jul 11, 2016	Dec 31, 2018	no	NEWBURY PARK, CA	Previous registration
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Nov 29, 2012	Jul 9, 2014	no	THOUSAND OAKS, CA	Previous registration
TD AMERITRADE, INC.	Former SEC adviser	Nov 29, 2012	Jul 9, 2014	no	OMAHA, NE\|Thousand Oaks, CA	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
STRATEGIC PE ADVISORS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Dec 1, 2021	Mar 5, 2024	825	Firm change after gap	Other
TD AMERITRADE, INC.	TD AMERITRADE INVESTMENT MANAGEMENT, LLC	Jul 9, 2014	Nov 29, 2012	-587	Channel change	Other
TD AMERITRADE INVESTMENT MANAGEMENT, LLC	TD AMERITRADE, INC.	Jul 9, 2014	Nov 29, 2012	-587	Firm change after gap	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
Mar 5, 2024 to Mar 31, 2025factForm ADV
→ STRATEGIC PE ADVISORS LLCRegistered adviserregistration: previous registration
Feb 27, 2019 to Dec 1, 2021factForm ADV
→ TD AMERITRADE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Nov 29, 2012 to Jul 9, 2014factForm ADV
→ TD AMERITRADE, INC.Registered adviserregistration: previous registration
Nov 29, 2012 to Jul 9, 2014factForm ADV

Dated events

No dated event names this entity yet.