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MATTHEW T TOEDT
CRD#: 5164200
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 245 SUMMER STREET, V2A
BOSTON, MA 02210
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 OXFORD, MA
Registration History
20062008201020122014201620182020202220242026IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2018 - Present (6 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2008 - Present (17 years)BFIDELITY INVESTMENTS INSTITUTI... (CRD# 17507)2006 - 2008 (1 year)IASTRATEGIC ADVISERS LLC (CRD# 104555)2016 - 2018 (1 year)IASTRATEGIC ADVISERS, INC. (CRD# 104555)2007 - 2016 (8 years)IAFIDELITY INVESTMENTS INSTITUTI... (CRD# 17507)2007 - 2007 (<1 year)
License(s)

State Registrations

B
Connecticut 1/1/2008

IA
New Hampshire 7/13/2018

B
Florida 11/15/2021

B
New Jersey 11/15/2021

B
Maine 1/1/2008

B
New York 1/1/2008

B
Massachusetts 1/1/2008

B
Rhode Island 1/1/2008

IA
Massachusetts 7/24/2020

IA
Texas 11/16/2021

B
New Hampshire 1/1/2008

B
Vermont 1/1/2008

SRO Registrations

B
FINRA

B
New York Stock Exchange

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Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590)
245 SUMMER STREET, V2A, BOSTON, MA 02210
Registered with this firm since 7/13/2018

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
OXFORD, MA
Registered with this firm since 1/1/2008

Previous Registration(s)
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IA
12/08/2016 - 07/13/2018 STRATEGIC ADVISERS LLC (CRD#:104555) MERRIMACK, NH
IA
06/26/2007 - 03/21/2016 STRATEGIC ADVISERS, INC. (CRD#:104555) MERRIMACK, NH
B
09/18/2006 - 01/01/2008 FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (CRD#:17507) MARLBOROUGH, MA
IA
02/08/2007 - 12/18/2007 FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (CRD#:17507) MARLBOROUGH, MA
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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.