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Anthony I Smith

Strategic Advisers LLC

Newington, CT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Newington, CT • 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
Charter Oak Financial Group Holyoke MA 09/2018 07/2023
Harte Infiniti Hartford CT 04/2015 09/2018
Bill's Limousine Windsor CT 04/2014 06/2020
Fidelity Investments Charlotte NC 08/2024 Present
Bill'S Limousine Windsor CT 07/2018 09/2019
American Airlines Farmington CT 07/2022 08/2024
Elite Muscle Mechanics Glastonbury CT 10/2021 11/2021
Northwestern Mutual Wealth Management Company Milwaukee WI 11/2023 08/2024
Beverly Hills Limousine Windsor CT 06/2015 08/2017
Park Avenue Securities Farmington CT 01/2019 08/2023
Harte Auto Group Meriden CT 10/2019 04/2021
Charter Oak Financial Group Holyoke MA 09/2018 01/2019
Northwestern Mutual Investment Services Llc West Hartford CT 09/2023 08/2024
Certified Financial Services Llc Farmington CT 02/2019 08/2023
Northwestern Mutual Life Insurance Company Milwaukee WI 09/2023 08/2024
Fidelity Investments Boston MA 03/2025 Present
  • 09/2018 → 07/2023
    Charter Oak Financial Group
    Holyoke, MA
  • 04/2015 → 09/2018
    Harte Infiniti
    Hartford, CT
  • 04/2014 → 06/2020
    Bill's Limousine
    Windsor, CT
  • 08/2024 → Present
    Fidelity Investments
    Charlotte, NC
  • 07/2018 → 09/2019
    Bill'S Limousine
    Windsor, CT
  • 07/2022 → 08/2024
    American Airlines
    Farmington, CT
  • 10/2021 → 11/2021
    Elite Muscle Mechanics
    Glastonbury, CT
  • 11/2023 → 08/2024
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 06/2015 → 08/2017
    Beverly Hills Limousine
    Windsor, CT
  • 01/2019 → 08/2023
    Park Avenue Securities
    Farmington, CT
  • 10/2019 → 04/2021
    Harte Auto Group
    Meriden, CT
  • 09/2018 → 01/2019
    Charter Oak Financial Group
    Holyoke, MA
  • 09/2023 → 08/2024
    Northwestern Mutual Investment Services Llc
    West Hartford, CT
  • 02/2019 → 08/2023
    Certified Financial Services Llc
    Farmington, CT
  • 09/2023 → 08/2024
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-132972|OrgNmn:ational Association of Professional Financial Advisor|Org Addr:Chicago,Illinois,US|OBA Nature:Professional Association|Invst Rel:Y|Title:Student Ambassador|Duties:Student ambassador for conference, helping attendees to correct locations|StrtDt:10-14-26|TotHrs/mon:15|TrdHrs/mon:0|OBA-112507|OrgNmn:American Airlines|Org Addr:Windsor Lo,Connecticu,US|OBA Nature:Airline|Invst Rel:N|Title:Employee|Duties:Ramp service agent part time. Job entails unloading and loading passenger planes on selected nights or weekends|StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-27
  • S66 Uniform Combined State Law Examination
    2020-07-27
Other Names
  • Anthony Smith
  • Anthony I Smith
  • Anthony Ira Kasdan Smith

View on SEC IAPD

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