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Traci G Smith

Strategic Advisers LLC

Midlothian, VA

Columbia, VA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-12-08
TX RA APPROVED 2025-03-31
VA RA APPROVED 2025-03-31
  • NC RA
    APPROVED
    Since 2025-12-08
  • TX RA
    APPROVED
    Since 2025-03-31
  • VA RA
    APPROVED
    Since 2025-03-31

Branch Locations

15521 Midlothian Tpke Suite 101, Midlothian, VA 23113-7312 • United States

Columbia, VA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Thirty Tigers Nashville TN 09/2015 10/2016
Unemployed Richmond VA 11/2016 12/2016
Capital One Richmond VA 01/2017 01/2020
Unemployed Richmond VA 01/2020 05/2020
Fidelity Investments Richmond VA 05/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2015 → 10/2016
    Thirty Tigers
    Nashville, TN
  • 11/2016 → 12/2016
    Unemployed
    Richmond, VA
  • 01/2017 → 01/2020
    Capital One
    Richmond, VA
  • 01/2020 → 05/2020
    Unemployed
    Richmond, VA
  • 05/2020 → Present
    Fidelity Investments
    Richmond, VA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-01-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Midlothian, VA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-12-28
S63 Uniform Securities Agent State Law Examination 1993-04-14
  • S66 Uniform Combined State Law Examination
    2020-12-28
  • S63 Uniform Securities Agent State Law Examination
    1993-04-14
Other Names
  • Traci Gholson Hockett
  • Traci Cholson Hockett
  • Traci Gholson Smith

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC
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CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
J. W. COLE ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

RONALD BRUCE WEBSTER
EDWARD PETER GROSSO
Alice Martin Winters
JAYNE WAIDA DI VINCENZO
ANNE-DAY MCCABE
ROBERT EUGENE SCHINSKY
Hunter James Seay
JUSTIN REID MARTIN

Other Offices

STEWARD PARTNERS INVESTMENT ADVISORY, LLC · Midlothian, VA
KESTRA ADVISORY SERVICES, LLC · Midlothian, VA
AMERIPRISE FINANCIAL SERVICES, LLC · Midlothian, VA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Midlothian, VA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Midlothian, VA
EDWARD JONES · MIDLOTHIAN, VA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Midlothian, VA
J. W. COLE ADVISORS, INC. · Midlothian, VA

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