Noah R. Smith

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
KY	RA	APPROVED	2025-03-31
OH	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

KY RA
APPROVED

Since 2025-03-31
OH RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

West Chester, OH • United States

100 Crosby Pkwy, Covington, KY 41015-4325 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fidelity Investments	Covington	KY	05/2021	Present
Menards	Hamilton	OH	05/2020	05/2021
University Of Cincinnati	Cincinnati	OH	02/2020	04/2020
Cort Furniture	West Chester	OH	05/2019	01/2020
Planet Smoothie	West Chester	OH	11/2018	04/2019
Dubois Bookstore	Cincinnati	OH	08/2018	09/2018
Lowe'S	Westchester	OH	05/2018	08/2018
University Of Cincinnati	Cincinnati	OH	09/2017	04/2018
Planes Moving And Storage	West Chester	OH	05/2017	08/2017
Kroger	Liberty Township	OH	02/2017	04/2017
Liberty Junior High School / Lakota East High School	Liberty Township	OH	01/2011	01/2017
University Of Cincinnati	Cincinnati	OH	10/2018	10/2018
Fidelity Investments	Boston	MA	03/2025	Present

05/2021 → Present

Fidelity Investments

Covington, KY
05/2020 → 05/2021

Menards

Hamilton, OH
02/2020 → 04/2020

University Of Cincinnati

Cincinnati, OH
05/2019 → 01/2020

Cort Furniture

West Chester, OH
11/2018 → 04/2019

Planet Smoothie

West Chester, OH
08/2018 → 09/2018

Dubois Bookstore

Cincinnati, OH
05/2018 → 08/2018

Lowe'S

Westchester, OH
09/2017 → 04/2018

University Of Cincinnati

Cincinnati, OH
05/2017 → 08/2017

Planes Moving And Storage

West Chester, OH
02/2017 → 04/2017

Kroger

Liberty Township, OH
01/2011 → 01/2017

Liberty Junior High School / Lakota East High School

Liberty Township, OH
10/2018 → 10/2018

University Of Cincinnati

Cincinnati, OH
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-08-17 → 2025-03-31

Fidelity Personal And Workplace Advisors

Covington, KY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-08-10
S63	Uniform Securities Agent State Law Examination	2021-10-01

S66 Uniform Combined State Law Examination

2023-08-10
S63 Uniform Securities Agent State Law Examination

2021-10-01

Other Names

Noah Robert Smith
Noah Smith

View on SEC IAPD