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Darcy Renee Smith

Strategic Advisers LLC

Meridian, ID

Eagle, ID

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • ID RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Meridian, ID • United States

79 E Eagles Gate Drive Suite 100, Eagle, ID 83616 • 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
Ameriprise Financial Services, Inc. Wasilla AK 01/2011 10/2021
Rescare Formerly Immediate Care Wasilla AK 07/2001 03/2017
Alaska State Fair Palmer AK 08/2016 09/2016
Alaska State Fair Palmer AK 08/2017 09/2017
Fidleity Investments Boise ID 01/2021 Present
Us Census Bureau Wasilla AK 07/2020 08/2020
Alaska State Fair Palmer AK 08/2018 09/2018
Fidelity Investments Boston MA 03/2025 Present
  • 01/2011 → 10/2021
    Ameriprise Financial Services, Inc.
    Wasilla, AK
  • 07/2001 → 03/2017
    Rescare Formerly Immediate Care
    Wasilla, AK
  • 08/2016 → 09/2016
    Alaska State Fair
    Palmer, AK
  • 08/2017 → 09/2017
    Alaska State Fair
    Palmer, AK
  • 01/2021 → Present
    Fidleity Investments
    Boise, ID
  • 07/2020 → 08/2020
    Us Census Bureau
    Wasilla, AK
  • 08/2018 → 09/2018
    Alaska State Fair
    Palmer, AK
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-02-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boise, ID
  • 2018-06-04 → 2021-10-15
    Ameriprise Financial Services, Llc
    Wasilla, AK
    Anchorage, AK
    Wasilla, AK
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-02-09
  • S66 Uniform Combined State Law Examination
    2018-02-09
Other Names
  • Darcy Renee Berglund

View on SEC IAPD

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