ChooseAFinancialAdvisor.com
Advisors / Utah / North Ogden
5yrs

Matthew Stringham

Financial advisor at Strategic Advisers

Matthew Stringham is a fiduciary financial advisor in North Ogden, Utah, with 5 years in the industry. Matthew joined Strategic Advisers in 2025, after two years at Fidelity Personal and Workplace Advisors. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.

One of 7 advisors with offices in North Ogden, and one of 7 fiduciaries.

North Ogden, UTFiduciary advisor

At a glance

Experience5 years (since 2021)
How that compares ?5 years in the industry
OfficeNorth Ogden, UT
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state

Services through Strategic Advisers

Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 66Uniform Combined State Law Examination

Career

  1. Mar 2025 – now
  2. Apr 2023 – Mar 2025
    Fidelity Personal and Workplace AdvisorsPreviously

Contact Matthew

(617) 563-7000Firm headquarters in Boston, MA. Ask for Matthew. North Ogden, UTOffice · Get directions

Is this you? Claim your free profile to add a direct line, email, photo, and specialties.

Questions to ask Matthew

Tailored to Matthew’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Matthew

How do I contact Matthew?

Call Strategic Advisers at (617) 563-7000 and ask for Matthew Stringham. Matthew works from the North Ogden, UT office.

How long has Matthew been a financial advisor?

Matthew has been in the industry since 2021, about 5 years. 5 years in the industry.

What licenses does Matthew hold?

Series 63, Series 66. Tap any license on this page to see what it allows.

Is Matthew a fiduciary?

Matthew is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Matthew paid?

Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Matthew for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

Other advisors nearby

Vantage Point Management
26yrs
Michael Minnoch
Financial advisor
2727 North Washington Blvd Suite 100
North Ogden, UT 84414
Top advisor by experience in North Ogden
Fiduciary
Call Directions
Wells Fargo Advisors
20yrs
Philip Casey
Financial advisor
North Ogden, UT
More experience than 71% of advisors in North Ogden
FiduciaryPlanningInvesting
Call Directions
Strategic Advisers
15yrs
Greg Nash
Financial advisor
North Ogden, UT
Top 25% by experience at Strategic Advisers
Fiduciary
Call Directions
Strategic Advisers
11yrs
Aaron Kennedy
Financial advisor
North Ogden, UT
More experience than 62% of advisors at Strategic Advisers
FiduciaryPlanningInvesting
Call Directions
Vantage Point Management
8yrs
Denim Simper
Financial advisor
2727 North Washington Blvd Suite 100
North Ogden, UT 84414
8 years in the industry
FiduciaryPlanningInvesting
Call Directions
Vantage Point Management
New
Bodi Nageli
Financial advisor
2727 North Washington Blvd Suite 100
North Ogden, UT 84414
New to the profession
FiduciaryPlanningInvesting
Call Directions

See all advisors near North Ogden