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Sean Amos Smith

Strategic Advisers LLC

Lewisville, TX

Irving, 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 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Lewisville, TX • United States

6731 N Macarthur Blvd Ste 100, Irving, TX 75039-2403 • 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
Fidelity Brokerage Services Llc Westlake TX 08/2014 04/2018
Unemployed Grapevine TX 05/2018 09/2018
Fidelity Brokerage Services Llc Westlake TX 10/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2014 → 04/2018
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 05/2018 → 09/2018
    Unemployed
    Grapevine, TX
  • 10/2018 → Present
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-10-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
  • 2014-08-14 → 2018-04-11
    Strategic Advisers Llc
    Westlake, TX
  • 2011-01-31 → 2014-06-30
    Cuso Financial Services, L.P.
    Plano, TX
    San Diego, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-01-28
  • S66 Uniform Combined State Law Examination
    2011-01-28
Designations
Other Names
  • Sean Amos Smith
  • Sean Smith

View on SEC IAPD

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