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Alex J. Smith

Strategic Advisers LLC

Pompano Beach, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Pompano Beach, FL • 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
Equitable Advisors Llc. Boca Raton FL 04/2021 09/2021
Best Buy Fort Lauderdale FL 10/2020 01/2021
Walmart Coral Springs FL 05/2017 07/2017
Eastern Illinois University Charleston IL 07/2016 07/2020
Unemployed Pompano Beach FL 02/2021 04/2021
The Home Depot Boca Raton FL 11/2021 01/2022
Wells Fargo Bank N.A. Fort Lauderdale FL 01/2022 07/2022
Fidelity Investments Pompano Beach FL 09/2022 Present
Walmart Charleston IL 12/2019 01/2020
Fidelity Investments Boston MA 03/2025 Present
  • 04/2021 → 09/2021
    Equitable Advisors Llc.
    Boca Raton, FL
  • 10/2020 → 01/2021
    Best Buy
    Fort Lauderdale, FL
  • 05/2017 → 07/2017
    Walmart
    Coral Springs, FL
  • 07/2016 → 07/2020
    Eastern Illinois University
    Charleston, IL
  • 02/2021 → 04/2021
    Unemployed
    Pompano Beach, FL
  • 11/2021 → 01/2022
    The Home Depot
    Boca Raton, FL
  • 01/2022 → 07/2022
    Wells Fargo Bank N.A.
    Fort Lauderdale, FL
  • 09/2022 → Present
    Fidelity Investments
    Pompano Beach, FL
  • 12/2019 → 01/2020
    Walmart
    Charleston, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-12-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Pompano Beach, FL
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-09
  • S66 Uniform Combined State Law Examination
    2022-08-09
Designations
Other Names
  • Alex Smith
  • Alex James Smith

View on SEC IAPD

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