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Amber Danielle Smith

Strategic Advisers LLC

Katy, TX

Weatherford, TX

Westlake, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

23501 Cinco Ranch Blvd Bld C, Suite C-150, Katy, TX 77494-3095 • United States

Weatherford, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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
Fidelity Brokerage Services Llc Westlake TX 01/2019 Present
Texas Tech University Lubbock TX 10/2018 12/2018
Outback Steakhouse Lubbock TX 07/2017 09/2018
Office Depot Lubbock TX 03/2017 05/2017
Office Depot North Richland Hills TX 12/2016 01/2017
Office Depot Lubbock TX 09/2016 12/2016
Veritude Westlake TX 06/2018 08/2018
Fidelity Investments Boston MA 03/2025 Present
  • 01/2019 → Present
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 10/2018 → 12/2018
    Texas Tech University
    Lubbock, TX
  • 07/2017 → 09/2018
    Outback Steakhouse
    Lubbock, TX
  • 03/2017 → 05/2017
    Office Depot
    Lubbock, TX
  • 12/2016 → 01/2017
    Office Depot
    North Richland Hills, TX
  • 09/2016 → 12/2016
    Office Depot
    Lubbock, TX
  • 06/2018 → 08/2018
    Veritude
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-05-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-06
  • S66 Uniform Combined State Law Examination
    2019-05-06
Other Names
  • Amber Danielle Smith
  • Amber Smith
  • Amber Danielle Bradley

View on SEC IAPD

Other Firms

ENCOMPASS ADVISORY SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
J.P. MORGAN SECURITIES LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
PFS INVESTMENTS INC.
BLUE AI CAPITAL MANAGEMENT LLC

Other Investors

NATHAN EDWARD DAGLEY
THOMAS HOWARD PAYNE
SCOTT MICHAEL HANSEN
Derek Jay Sensenig
JASON WARREN CEYANES
DIDYA MERCEDES BIANCHI
JOHN LEE PESSARRA
Aaron Paul Langston

Other Offices

ENCOMPASS ADVISORY SERVICES, LLC · KATY, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · KATY, TX
J.P. MORGAN SECURITIES LLC · KATY, TX
EDWARD JONES · KATY, TX
EDWARD JONES · Katy, TX
J.P. MORGAN SECURITIES LLC · KATY, TX
EDWARD JONES · KATY, TX
AMERIPRISE FINANCIAL SERVICES, LLC · KATY, TX

More in Katy, TX

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