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Matthew Smith

Strategic Advisers LLC

Bedford, NH

Merrimack, NH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Bedford, NH • United States

Two Contra Way, Merrimack, NH 03054-4334 • 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
Fidelity Brokerage Services Llc Merrimack NH 11/2014 06/2017
New York Life Waltham MA 02/2018 02/2018
Charles Schwab & Co., Inc. Burlington MA 03/2018 07/2019
Charles Schwab Bank Burlington MA 03/2018 07/2019
Vitola Cigars Nashua NH 12/2016 12/2018
Td Ameritrade Boston MA 08/2019 07/2020
Unemployed Manchester NH 07/2019 08/2019
Ameriprise Financial Services, Llc Nashua NH 07/2020 08/2021
Fidelity Brokerage Services Llc Merrimack NH 08/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2014 → 06/2017
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 02/2018 → 02/2018
    New York Life
    Waltham, MA
  • 03/2018 → 07/2019
    Charles Schwab & Co., Inc.
    Burlington, MA
  • 03/2018 → 07/2019
    Charles Schwab Bank
    Burlington, MA
  • 12/2016 → 12/2018
    Vitola Cigars
    Nashua, NH
  • 08/2019 → 07/2020
    Td Ameritrade
    Boston, MA
  • 07/2019 → 08/2019
    Unemployed
    Manchester, NH
  • 07/2020 → 08/2021
    Ameriprise Financial Services, Llc
    Nashua, NH
  • 08/2021 → Present
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-09-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
  • 2020-07-23 → 2021-08-06
    Ameriprise Financial Services, Llc
    Nashua, NH
  • 2019-09-17 → 2020-07-17
    Td Ameritrade, Inc.
    Boston, MA
  • 2019-09-17 → 2020-07-17
    Td Ameritrade Investment Management, Llc
    Boston, MA
  • 2018-06-19 → 2019-08-01
    Charles Schwab & Co., Inc.
    Burlington, MA
    Chestnut Hill, MA
  • 2015-07-14 → 2017-06-07
    Strategic Advisers Llc
    Merrimack, NH
Other Businesses

OBA-131202|OrgNmn:Item Finder LLC |Org Addr:Bedford ,New Hampsh,US|OBA Nature:Sells collectibles and cards. |Invst Rel:N|Title:Partner|Duties:Assisting with parttime on the weekends. |StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|OBA-109267|OrgNmn:Saloon TCG LLC |Org Addr:Bedford, N,New Hampsh,US|OBA Nature:Collectibles, Trading Cards, H|Invst Rel:N|Title:Partner|Duties:Partner |StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-25
S63 Uniform Securities Agent State Law Examination 2014-12-20
  • S66 Uniform Combined State Law Examination
    2015-06-25
  • S63 Uniform Securities Agent State Law Examination
    2014-12-20
Other Names
  • Matthew James Smith
  • Matthew Smith

View on SEC IAPD

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