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Robert D. Smithley

Strategic Advisers LLC

Haslet, TX

Westlake, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-05-13
  • TX RA
    APPROVED
    Since 2025-05-13

Branch Locations

Haslet, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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 Investments Greenwood Village CO 10/2015 01/2018
Unum Chattanooga TN 02/2018 01/2019
Nutrition World Chattanooga TN 01/2019 10/2021
Sprouts Farmers Market Hurst TN 11/2021 07/2022
Fidelity Investments Westlake TX 07/2022 Present
  • 10/2015 → 01/2018
    Fidelity Investments
    Greenwood Village, CO
  • 02/2018 → 01/2019
    Unum
    Chattanooga, TN
  • 01/2019 → 10/2021
    Nutrition World
    Chattanooga, TN
  • 11/2021 → 07/2022
    Sprouts Farmers Market
    Hurst, TN
  • 07/2022 → Present
    Fidelity Investments
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-17
S63 Uniform Securities Agent State Law Examination 2022-10-14
  • S66 Uniform Combined State Law Examination
    2025-04-17
  • S63 Uniform Securities Agent State Law Examination
    2022-10-14
Other Names
  • Robert Drew Smithley
  • Robert Smithley

View on SEC IAPD

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