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Hunter Thomas Smith

Strategic Advisers LLC

Riverton, UT

Salt Lake City, UT

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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
UT RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

Riverton, UT • United States

49 North 400 West, Salt Lake City, UT 84101-1368 • 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 Investments Salt Lake City UT 04/2022 Present
Nice Cxone Sandy UT 03/2018 03/2022
Alliance Health/Upwell Holdings South Jordan UT 10/2017 02/2018
Discover Card Salt Lake City UT 04/2017 08/2017
Trizon Energy Orem UT 01/2016 02/2017
Fidelity Investments Boston MA 03/2025 Present
  • 04/2022 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2018 → 03/2022
    Nice Cxone
    Sandy, UT
  • 10/2017 → 02/2018
    Alliance Health/Upwell Holdings
    South Jordan, UT
  • 04/2017 → 08/2017
    Discover Card
    Salt Lake City, UT
  • 01/2016 → 02/2017
    Trizon Energy
    Orem, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-08-29
  • S66 Uniform Combined State Law Examination
    2022-08-29
Other Names
  • Hunter Thomas Smith
  • Hunter Smith

View on SEC IAPD

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