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MATTHEW SCOTT GREEKE
CRD#: 6232907
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 245 SUMMER STREET, V2A
BOSTON, MA 02210
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 BEVERLY, MA
Registration History
20132014201520162017201820192020202120222023202420252026IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2018 - Present (6 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2013 - Present (11 years)IASTRATEGIC ADVISERS LLC (CRD# 104555)2016 - 2018 (1 year)
License(s)

State Registrations

B
California 3/9/2023

B
New Hampshire 9/7/2013

B
Connecticut 9/11/2013

B
Rhode Island 9/11/2013

B
Maine 1/5/2018

IA
Texas 1/8/2025

B
Massachusetts 9/11/2013

B
Vermont 1/5/2018

IA
Massachusetts 7/13/2018

SRO Registrations

B
FINRA

B
New York Stock Exchange

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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)
245 SUMMER STREET, V2A, BOSTON, MA 02210
Registered with this firm since 7/13/2018

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
BEVERLY, MA
Registered with this firm since 8/30/2013

Previous Registration(s)
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IA
12/05/2016 - 07/13/2018 STRATEGIC ADVISERS LLC (CRD#:104555) SOUTH HAMILTON, 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.