Mason Smith

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2021 → 10/2021
  Penn State Dining Services
  State College, PA
• 06/2024 → 07/2025
  St Luke'S University Health Network
  Fountain Hill, PA
• 05/2018 → 06/2018
  Lowe'S Home Improvement
  Lehighton, PA
• 06/2018 → 03/2020
  Unemployed
  Lehighton, PA
• 04/2024 → 07/2025
  Iron Valley Real Estate Northeast
  Palmerton, PA
• 04/2022 → 06/2022
  Unemployed
  Lehighton, PA
• 03/2024 → 04/2024
  Keller Williams Allentown
  Allentown, PA
• 01/2024 → 03/2024
  Unemployed
  Allentown, PA
• 03/2020 → 08/2020
  Htss Inc
  Breinigsville, PA
• 08/2025 → Present
  Fidelity Investments
  Center Valley, PA
• 06/2022 → 01/2024
  Marriott International
  Bethesda, MD
• 07/2015 → 05/2018
  Unemployed
  Lehighton, PA
• 08/2020 → 02/2021
  Unemployed
  State College, PA
• 10/2021 → 04/2022
  Penn Stater Hotel And Conference Center
  State College, PA

Exams

• S66 Uniform Combined State Law Examination
  2025-12-18

Other Names

• Mason Smith
• Mason Daniel Smith