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Michael Lee Smelser

Strategic Advisers LLC

Tigard, OR

Tigard, OR

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

7493 Sw Bridgeport Road Bridgeport Village, Tigard, OR 97224-7207 • United States

Tigard, OR • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Tigard OR 05/2005 Present
Strategic Advisors Inc Tigard OR 05/2005 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2005 → Present
    Fidelity Brokerage Services Llc
    Tigard, OR
  • 05/2005 → Present
    Strategic Advisors Inc
    Tigard, OR
  • 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
    Tigard, OR
    Tigard, OR
  • 2005-07-18 → 2018-07-13
    Strategic Advisers Llc
    Walnut Creek, CA
    Portland, OR
    Campbell, CA
    Tigard, OR
    Monterey, CA
    Tigard, OR
  • 2004-10-15 → 2005-05-13
    Rbc Capital Markets, Llc
    Portland, OR
Other Businesses

OBA-110213|OrgNmn:57601 Sumac Ln|Org Addr:Tigard,Oregon,US|OBA Nature:Vacation Rental Home|Invst Rel:Y|Title:Partner|Duties:Maintence and rental support|StrtDt:06-28-24|TotHrs/mon:2|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-02-27
  • S66 Uniform Combined State Law Examination
    1999-02-27
Other Names
  • Michael Lee Smelser

View on SEC IAPD

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Other Investors

BRYAN ALAN BRUMUND
HANNA WEXHLER SMITH
JOHN ANDREW NESS
ALISA ARREDONDO
LINDA LY
MATTHEW SPRIGGS
GREGORY ARTHUR SMITH
WAYNE M. SACKLEY

Other Offices

EDWARD JONES · PORTLAND, OR
TRANSAMERICA FINANCIAL ADVISORS, LLC · PORTLAND, OR
LPL FINANCIAL LLC · TIGARD, OR
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Tigard, OR
LETTIN WEALTH MANAGEMENT GROUP, INC. · LAKE OSWEGO, OR
LPL FINANCIAL LLC · TIGARD, OR
LPL FINANCIAL LLC · TUALATIN, OR
AMERIPRISE FINANCIAL SERVICES, LLC · Portland, OR

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