Gregory Cole Smeraldi

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

• 08/2020 → 05/2021
  University Of Colorado Boulder
  Boulder, CO
• 08/2022 → 04/2023
  Oracle Netsuite
  Austin, TX
• 08/2019 → 06/2020
  University Of Colorado Boulder
  Boulder, CO
• 12/2023 → 06/2024
  Black Sheep Lodge
  Austin, TX
• 05/2021 → 08/2021
  Crane Worldwide Logistics
  Houston, TX
• 08/2024 → 09/2025
  Crane Worldwide Logistics
  Houston, TX
• 01/2014 → 06/2018
  Stratford High School
  Houston, TX
• 06/2024 → 08/2024
  Unemployed
  Houston, TX
• 06/2019 → 08/2019
  Lakeside Country Club
  Houston, TX
• 04/2023 → 12/2023
  Unemployed
  Austin, TX
• 08/2021 → 08/2022
  University Of Colorado Boulder
  Boulder, CO
• 06/2020 → 07/2020
  Lakeside Country Club
  Houston, TX
• 10/2025 → Present
  Fidelity Investments
  Sugar Land, TX
• 08/2018 → 06/2019
  University Of Colorado Boulder
  Boulder, CO
• 06/2018 → 08/2018
  Unemployed
  Houston, TX

Exams

• S66 Uniform Combined State Law Examination
  2026-02-25

Other Names

• Gregory Smeraldi