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Lauren Christine Ashley Smith

Strategic Advisers LLC

Phoenix, AZ

Scottsdale, AZ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Phoenix, AZ • United States

7171 E Paradise Lane, Scottsdale, AZ 85254-1873 • 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
Enterprise Cincinnati OH 08/2016 08/2017
Optimistic Medical Cincinnati OH 09/2017 09/2018
Rdi Blue Ash OH 10/2018 11/2018
Fidelity Brokerage Services Llc Covington KY 02/2019 03/2025
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 08/2017
    Enterprise
    Cincinnati, OH
  • 09/2017 → 09/2018
    Optimistic Medical
    Cincinnati, OH
  • 10/2018 → 11/2018
    Rdi
    Blue Ash, OH
  • 02/2019 → 03/2025
    Fidelity Brokerage Services Llc
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-08-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-07-20
S63 Uniform Securities Agent State Law Examination 2019-10-03
  • S66 Uniform Combined State Law Examination
    2020-07-20
  • S63 Uniform Securities Agent State Law Examination
    2019-10-03
Other Names
  • Lauren Christine Ashley Anderson
  • Lauren Anderson

View on SEC IAPD

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