Bryson Smith

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

NC RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Raleigh, NC • United States

7011 Fayetteville Rd Suite 110, Durham, NC 27713-7745 • 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

Organization	City	State	From	To
Ncfc Youth	Raleigh	NC	08/2012	Present
Kustom Koozies	Raleigh	NC	05/2014	08/2019
Raleigh Country Club	Raleigh	NC	05/2017	08/2018
East Carolina University	Greenville	NC	05/2011	05/2020
Fidelity Investments	Durham	NC	07/2020	Present
Fidelity Investments	Boston	MA	03/2025	Present

08/2012 → Present

Ncfc Youth

Raleigh, NC
05/2014 → 08/2019

Kustom Koozies

Raleigh, NC
05/2017 → 08/2018

Raleigh Country Club

Raleigh, NC
05/2011 → 05/2020

East Carolina University

Greenville, NC
07/2020 → Present

Fidelity Investments

Durham, NC
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2025-01-07 → 2025-03-31

Fidelity Personal And Workplace Advisors

Durham, NC

Durham, NC

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-01-02
S63	Uniform Securities Agent State Law Examination	2021-07-09

S66 Uniform Combined State Law Examination

2025-01-02
S63 Uniform Securities Agent State Law Examination

2021-07-09

View on SEC IAPD

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