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Greg Smith

Strategic Advisers LLC

Thompson'S Station, TN

Franklin, TN

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-03-17
TN RA APPROVED 2025-12-15
  • TX RA
    APPROVED
    Since 2026-03-17
  • TN RA
    APPROVED
    Since 2025-12-15

Branch Locations

Thompson'S Station, TN • United States

4031 Aspen Grove Dr Suite 490, Franklin, TN 37067-2939 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bakersfield CA 07/2015 10/2025
Fidelity Investments Knoxville TN 10/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-11-21
  • S66 Uniform Combined State Law Examination
    2016-11-21
Other Names
  • Greg Smith
  • Greg A Smith
  • Gregory Allen Smith

View on SEC IAPD

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