Best Investors Account Sign in

Garrett Smith

Strategic Advisers LLC

Keller, TX

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Keller, TX • 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
Charles Schwab & Co., Inc. Lone Tree CO 04/2005 10/2016
Schwab Private Client Investment Advisory, Inc. Lone Tree CO 01/2012 10/2016
Fidelity Brokerage Services Greenwood Village CO 10/2016 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2005 → 10/2016
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 01/2012 → 10/2016
    Schwab Private Client Investment Advisory, Inc.
    Lone Tree, CO
  • 10/2016 → Present
    Fidelity Brokerage Services
    Greenwood Village, CO
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Keller, TX
  • 2016-11-08 → 2018-07-13
    Strategic Advisers Llc
    Greenwood Village, CO
  • 2012-01-03 → 2016-10-26
    Schwab Wealth Advisory, Inc.
    Englewood, CO
    Lone Tree, CO
  • 2005-07-19 → 2011-12-31
    Charles Schwab & Co., Inc.
    Englewood, CO
    Albuquerque, NM
    Naperville, IL
    Englewood, CO
    Englewood, CO
    Lone Tree, CO
  • 2003-03-24 → 2003-10-16
    Banc One Securities Corporation
    Troy, MI
  • 2002-04-02 → 2003-04-02
    Howe Barnes Capital Management, Inc.
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-12-18
S63 Uniform Securities Agent State Law Examination 2000-07-27
  • S65 Uniform Investment Adviser Law Examination
    2000-12-18
  • S63 Uniform Securities Agent State Law Examination
    2000-07-27
Other Names
  • Garrett Ian Smith

View on SEC IAPD

More in Keller, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor