Andrew James 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 → 03/2021
  Pruco Securities Llc
  York, PA
• 09/2010 → 03/2021
  Baltimore County Public Schools
  Cockeysville, MD
• 03/2021 → 07/2021
  T. Rowe Price Investment Services
  Baltimore, MD
• 08/2021 → 06/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hunt Valley, MD
• 08/2021 → 08/2021
  Fis
  Owings Mills, MD
• 06/2022 → Present
  Fidelity Investments
  Covington, KY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-08-24 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  New Market, MD
• 2022-02-15 → 2022-06-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hunt Valley, MD
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2022-02-14

Other Names

• Andrew J Smith
• Andrew James Smith
• Andy J Smith