Christopher David Smith

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2025-03-31

Branch Locations

Longview, TX • United States

8411 Preston Road Suite 130, Dallas, TX 75225-5521 • 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

Organization	City	State	From	To
Stifel Nicolaus & Co Inc	Longview	TX	07/2016	07/2017
Stifel Investments	Longivew	TX	07/2017	06/2020
Fidelity Investments	Dallas	TX	06/2020	Present
Fidelity Investments	Boston	MA	03/2025	Present

07/2016 → 07/2017

Stifel Nicolaus & Co Inc

Longview, TX
07/2017 → 06/2020

Stifel Investments

Longivew, TX
06/2020 → Present

Fidelity Investments

Dallas, TX
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2020-06-23 → 2025-03-31

Fidelity Personal And Workplace Advisors

Dallas, TX
2016-08-16 → 2020-07-06

Stifel, Nicolaus & Company, Incorporated

Longview, TX
2014-04-07 → 2016-06-30

Strategic Advisers Llc

Dallas, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-04-04
S63	Uniform Securities Agent State Law Examination	2009-08-31

S66 Uniform Combined State Law Examination

2014-04-04
S63 Uniform Securities Agent State Law Examination

2009-08-31

Other Names

Chris David Smith
Christopher D Smith
Christopher David Smith
Christopher D. Smith
Christopher D Smith

View on SEC IAPD

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