Brian Smith

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2020 → Present
  Fidelity Investments
  Merrimack, NH
• 08/2018 → 06/2020
  Northern Lights Landscape Contractor
  Milford, NH
• 12/2017 → 08/2018
  Not Your Average Joes
  Nashua, NH
• 04/2018 → 06/2018
  Stone Cutters Landscape Construction
  Derry, NH
• 11/2015 → 12/2017
  Northeast Metal Recycling
  Derry, NH
• 08/2015 → 08/2017
  T Bones
  Derry, NH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-01-08 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH

Other Businesses

OBA-15591|OrgNmn:Stonesmith's Hardscapes|Org Addr:Hopkinton,New Hampsh,US|OBA Nature:Performing different landscape|Invst Rel:N|Title:Owner/Contractor|Duties:Installation of Hardscapes and various stone-related projects and landscapes|StrtDt:03-01-20|TotHrs/mon:20|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2021-01-06

Other Names

• Brian Nicholas Smith
• Brian Smith