Best Investors Account Sign in

Daniel Smith

Strategic Advisers LLC

Hingham, MA

Quincy, MA

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

50 Derby St Ste 100, Hingham, MA 02043-3740 • United States

Quincy, MA • 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
Roche Brothers Supermarkets Marshfield MA 07/2013 06/2021
Fidelity Investments Smithfield RI 11/2021 Present
Uri Campus Recreation Kingston RI 08/2017 09/2019
Karma Pizza Company Newport RI 07/2019 01/2020
Rockland Trust Company Hingham MA 06/2021 11/2021
Marshfield High School Marshfield MA 09/2013 06/2017
University Of Rhode Island Kingston RI 09/2017 06/2021
Doordash Abington MA 02/2020 11/2021
Cvs Health Marshfield MA 06/2020 08/2020
Fidelity Investments Boston MA 03/2025 Present
  • 07/2013 → 06/2021
    Roche Brothers Supermarkets
    Marshfield, MA
  • 11/2021 → Present
    Fidelity Investments
    Smithfield, RI
  • 08/2017 → 09/2019
    Uri Campus Recreation
    Kingston, RI
  • 07/2019 → 01/2020
    Karma Pizza Company
    Newport, RI
  • 06/2021 → 11/2021
    Rockland Trust Company
    Hingham, MA
  • 09/2013 → 06/2017
    Marshfield High School
    Marshfield, MA
  • 09/2017 → 06/2021
    University Of Rhode Island
    Kingston, RI
  • 02/2020 → 11/2021
    Doordash
    Abington, MA
  • 06/2020 → 08/2020
    Cvs Health
    Marshfield, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-03-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-07
S63 Uniform Securities Agent State Law Examination 2022-03-04
  • S66 Uniform Combined State Law Examination
    2024-03-07
  • S63 Uniform Securities Agent State Law Examination
    2022-03-04
Other Names
  • Danny Smith
  • Dan Smith
  • Daniel Patrick Smith

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ONE CHARLES PRIVATE WEALTH
PATRIOT MULLARE ASSOCIATES, INC
ALLEGIANCE FINANCIAL SERVICES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
GLOBAL VIEW CAPITAL MANAGEMENT LLC
RAYMOND JAMES & ASSOCIATES, INC.
GORMAN FINANCIAL MANAGEMENT

Other Investors

FRANK O'BRIEN
PATRICK JOSEPH LANGAN
PATRICK J MCAULIFFE
Bryan K Turner
Daniel David Le
Christopher E Fahey
Andrew DAMIEN Burns
DAVID G CAPELLE

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HINGHAM, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HINGHAM, MA
ONE CHARLES PRIVATE WEALTH · HINGHAM, MA
PATRIOT MULLARE ASSOCIATES, INC · HINGHAM, MA
ALLEGIANCE FINANCIAL SERVICES, INC. · HINGHAM, MA
AMERIPRISE FINANCIAL SERVICES, LLC · Hingham, MA
GLOBAL VIEW CAPITAL MANAGEMENT LLC · HINGHAM, MA
RAYMOND JAMES & ASSOCIATES, INC. · Hingham, MA

More in Hingham, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor