Best Investors Account Sign in

Austin Smith

Strategic Advisers LLC

Raleigh, NC

Knightdale, NC

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

4509 Creedmoor Rd Suite 101, Raleigh, NC 27612-3859 • United States

Knightdale, NC • 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
Capital Area Soccer League Raleigh NC 01/2008 03/2019
Fidelity Charitable Durham NC 08/2016 10/2017
Grayson Murray Golf Llc Raleigh NC 10/2017 09/2018
Fidelity Charitable Durham NC 09/2018 03/2019
Fidelity Brokerage Services Llc Durham NC 03/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2008 → 03/2019
    Capital Area Soccer League
    Raleigh, NC
  • 08/2016 → 10/2017
    Fidelity Charitable
    Durham, NC
  • 10/2017 → 09/2018
    Grayson Murray Golf Llc
    Raleigh, NC
  • 09/2018 → 03/2019
    Fidelity Charitable
    Durham, NC
  • 03/2019 → Present
    Fidelity Brokerage Services Llc
    Durham, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-01-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Other Businesses

OBA-12720|OrgNmn:NCFC|Org Addr:Raleigh,North Caro,US|OBA Nature:Refereeing Soccer|Invst Rel:N|Title:Soccer Referee|Duties:Ref Soccer|StrtDt:05-31-09|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-06-24
  • S66 Uniform Combined State Law Examination
    2019-06-24
Other Names
  • Austin Russell Smith
  • Austin Smith

View on SEC IAPD

Other Firms

TOWNSEND ASSET MANAGEMENT CORP.
FORTRESS PRIVATE LEDGER, LLC
OLDE RALEIGH FINANCIAL GROUP
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ADVISORY SERVICES NETWORK
WELLS FARGO CLEARING SERVICES, LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Other Investors

ARNE W MORRIS
JAMES MICHAEL TARKENTON
CALEB ROBERT GRIFFITH
William Dean Cotton
Earl Scott Butcher
DAVID JEFFREY HERMAN
JAY DAVID MCKINNEY
BRANDON ALAN WALLS

Other Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · RALEIGH, NC
ADVISORY SERVICES NETWORK · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
WELLS FARGO CLEARING SERVICES, LLC · RALEIGH, NC
EDWARD JONES · RALEIGH, NC

More in Raleigh, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor