Morgan Stanley
47yrs
Top advisor by experience in New York
2yrs
Ramsay Matthews is a fiduciary financial advisor in New York, New York, with 2 years in the industry. Ramsay joined Strategic Advisers in 2025, after less than a year 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 15440 advisors with offices in New York, and one of 14018 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
OfficeNew York, NY
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 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- Dec 2024 – Mar 2025Fidelity Personal and Workplace AdvisorsPreviously
Contact Ramsay
New York, NYOffice · Get directions Firm main line(617) 563-7000Headquarters: Strategic Advisers · Boston, MAIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Ramsay
Tailored to Ramsay’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
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About Ramsay
How do I contact Ramsay?
Call Strategic Advisers at (617) 563-7000 and ask for Ramsay Matthews. Ramsay works from the New York, NY office.
How long has Ramsay been a financial advisor?
Ramsay has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Ramsay hold?
Series 66. Tap any license on this page to see what it allows.
Is Ramsay a fiduciary?
Ramsay is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ramsay paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Ramsay 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.
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