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Emily Unbie Smith

Strategic Advisers LLC

Centennial, CO

Lone Tree, CO

Centennial, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

8085 S Chester Street Suite 250, Centennial, CO 80112-3543 • United States

9185 East Westview Road, Lone Tree, CO 80124-5134 • United States

Centennial, CO • 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 Lone Tree CO 03/2020 Present
Fidelity Talent Source Denver CO 12/2019 03/2020
Bistro Colorado Denver CO 08/2012 12/2019
Cpa Group Of Laramie Laramie WY 01/2019 04/2019
University Of Denver Denver CO 09/2013 11/2017
Fidelity Investments Boston MA 03/2025 Present
  • 03/2020 → Present
    Fidelity Brokerage Services Llc
    Lone Tree, CO
  • 12/2019 → 03/2020
    Fidelity Talent Source
    Denver, CO
  • 08/2012 → 12/2019
    Bistro Colorado
    Denver, CO
  • 01/2019 → 04/2019
    Cpa Group Of Laramie
    Laramie, WY
  • 09/2013 → 11/2017
    University Of Denver
    Denver, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-02-07 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Lone Tree, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-31
S63 Uniform Securities Agent State Law Examination 2020-10-05
  • S66 Uniform Combined State Law Examination
    2022-01-31
  • S63 Uniform Securities Agent State Law Examination
    2020-10-05
Other Names
  • Emily Unbie Smith
  • Emily U Smith

View on SEC IAPD

Other Firms

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TRANSAMERICA FINANCIAL ADVISORS, LLC
RFG ADVISORY, LLC
FI401K ADVISORS
THRIVENT INVESTMENT MANAGEMENT INC.
GENEOS WEALTH MANAGEMENT, INC.
PALLER FINANCIAL SERVICES, INC.

Other Investors

Emmanuel Eliason
GREG MICHAEL PAPANTONIO
TREVOR RAY JENSON
BRIAN JAMES LOISEAU
RYAN SHANE WEEKS
RYAN ALLEN
Michael John Russo
SARA DICKSON

Other Offices

ELIASON WEALTH MANAGEMENT LLC · CENTENNIAL, CO
PLANPILOT · Centennial, CO
TRANSAMERICA FINANCIAL ADVISORS, LLC · Centennial, CO
RFG ADVISORY, LLC · Centennial, CO
RFG ADVISORY, LLC · CENTENNIAL, CO
FI401K ADVISORS · CENTENNIAL, CO
THRIVENT INVESTMENT MANAGEMENT INC. · ENGLEWOOD, CO
GENEOS WEALTH MANAGEMENT, INC. · CENTENNIAL, CO

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