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Nicholas Smith

Strategic Advisers LLC

Westlake, TX

Cedar Hill, 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 2025-10-17
  • TX RA
    APPROVED
    Since 2025-10-17

Branch Locations

One Destiny Way, Westlake, TX 76262-8103 • United States

Cedar Hill, TX • 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
The Woodlands Of College Station College Station TX 07/2023 02/2024
Santa Clara Catholic School Dallas TX 01/2014 08/2017
Target Grand Prarie TX 03/2021 01/2022
Chick-Fil-A Grand Prarie TX 12/2021 01/2022
Chick-Fil-A Grand Prarie TX 05/2019 08/2020
Texas A&M University College Station TX 01/2022 10/2022
Bishop Dunne Dallas TX 08/2017 05/2019
Fidelity Investments Westlake TX 07/2025 Present
Bishop Dunne Dallas TX 08/2020 03/2021
Nobles Realty Group, Llc Bryan TX 10/2022 06/2025
  • 07/2023 → 02/2024
    The Woodlands Of College Station
    College Station, TX
  • 01/2014 → 08/2017
    Santa Clara Catholic School
    Dallas, TX
  • 03/2021 → 01/2022
    Target
    Grand Prarie, TX
  • 12/2021 → 01/2022
    Chick-Fil-A
    Grand Prarie, TX
  • 05/2019 → 08/2020
    Chick-Fil-A
    Grand Prarie, TX
  • 01/2022 → 10/2022
    Texas A&M University
    College Station, TX
  • 08/2017 → 05/2019
    Bishop Dunne
    Dallas, TX
  • 07/2025 → Present
    Fidelity Investments
    Westlake, TX
  • 08/2020 → 03/2021
    Bishop Dunne
    Dallas, TX
  • 10/2022 → 06/2025
    Nobles Realty Group, Llc
    Bryan, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-23
  • S66 Uniform Combined State Law Examination
    2025-09-23

View on SEC IAPD

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MATTHEW R MCMANUS
VICTOR MURDAUGH WHITE
JACOB BRANDON KINNARD
RYAN WILLEY
MICHAEL D FRANTZ
JACOB W RANKIN
EDWARD WHALEN
BRANDON JAMES GOODWIN

Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX
CHARLES SCHWAB & CO., INC. · Westlake, TX

More in Westlake, TX

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