• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
MATTHEW JOHN VOELKER
CRD#: 2048046
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 2277 FAIR OAKS BLVD
STES 150,155
SACRAMENTO, CA 95825
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 2277 FAIR OAKS BLVD STES 150,155
SACRAMENTO, CA 95825
Registration History
19901995200020052010201520202025IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2018 - Present (6 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2015 - Present (9 years)BPRUCO SECURITIES, LLC. (CRD# 5685)1990 - 2014 (24 years)BTHE PRUDENTIAL INSURANCE COMPA... (CRD# 680)1990 - 1993 (3 years)IASTRATEGIC ADVISERS LLC (CRD# 104555)2016 - 2018 (2 years)
License(s)

State Registrations

B
California 8/4/2015

IA
Nevada 7/13/2018

IA
California 7/13/2018

B
Texas 8/4/2015

B
Massachusetts 8/4/2015

IA
Texas 9/11/2022

B
Nevada 8/4/2015

B
Utah 8/4/2015

SRO Registrations

B
FINRA

B
New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590)
2277 FAIR OAKS BLVD STES 150,155, SACRAMENTO, CA 95825
GRANITE BAY, CA
Registered with this firm since 7/13/2018

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
2277 FAIR OAKS BLVD STES 150,155, SACRAMENTO, CA 95825
GRANITE BAY, CA
Registered with this firm since 8/4/2015

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
04/06/2016 - 07/13/2018 STRATEGIC ADVISERS LLC (CRD#:104555) SACRAMENTO, CA
B
05/25/1990 - 10/28/2014 PRUCO SECURITIES, LLC. (CRD#:5685) CHESTER, NJ
B
05/25/1990 - 12/10/1993 THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (CRD#:680) NEWARK, NJ
For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.