Stifel, Nicolaus &
47yrs
Top advisor by experience in Florida
3yrs
Jack Matuszewski
Financial advisor at Strategic Advisers
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office201 N Cattlemen Rd, Sarasota, FL 34243
How the firm is paid ?Percent of assets, Flat fee, Other
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.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- Sep 2024 – Mar 2025Fidelity Personal and Workplace AdvisorsPreviously
Questions to ask Jack
Tailored to Jack’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- 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 Jack
How do I contact Jack?
Call Strategic Advisers at 617-563-7000 and ask for Jack Matuszewski. Jack works from the Sarasota, FL office.
How long has Jack been a financial advisor?
Jack has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Jack hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Jack a fiduciary?
Jack is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jack paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Jack for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Raymond James & Associates
47yrs
Top 1% by experience in Sarasota
Thurston Springer Advisors
47yrs
Top advisor by experience at Thurston Springer Advisors
Morgan Stanley
46yrs
Top 1% by experience in Sarasota
Wells Fargo Advisors
46yrs
Top 1% by experience in Florida
Morgan Stanley
45yrs
Top 1% by experience in Florida