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Gordon Smith

Strategic Advisers LLC

Troy, MI

Troy, MI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Troy, MI • United States

Troy, MI • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chandler AZ 09/2012 04/2023
Bank Of America, N.A. Chandler AZ 10/2012 04/2023
Fidelity Investments Troy MI 05/2023 Present
Fidelity Investments Boston MA 03/2025 Present
Previous Registrations
  • 2023-07-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Troy, MI
  • 2012-11-06 → 2023-04-17
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Chandler, AZ
    Chandler, AZ
    Chicago, IL
    Chicago, IL
    Schaumburg, IL
    West Des Moines, IA
    Cedar Rapids, IA
    Davenport, IA
    Springfield, IL
    Bloomfield Hills, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-11-05
  • S66 Uniform Combined State Law Examination
    2012-11-05
Other Names
  • Gordon Roger Smith
  • Gordon R Smith

View on SEC IAPD

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