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Cody W. Smith

Strategic Advisers LLC

Greensboro, NC

Rural Hall, NC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-13
NC RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2026-01-13
  • NC RA
    APPROVED
    Since 2025-03-31

Branch Locations

609 Green Valley Rd, Greensboro, NC 27408-7717 • United States

Rural Hall, NC • 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
Secu Brokerage Services Raleigh NC 05/2022 07/2024
Secu Life Insurance Company Raleigh NC 05/2022 07/2024
State Employees' Credit Union Winston Salem NC 04/2018 07/2024
Support.COm Los Angeles CA 11/2017 04/2018
New Century Church Mount Airy NC 04/2010 12/2017
B & H Computers Mount Airy NC 12/2013 10/2016
Credit Union Investment Services Raleigh NC 07/2022 07/2024
Fidelity Investments Greensboro NC 07/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2022 → 07/2024
    Secu Brokerage Services
    Raleigh, NC
  • 05/2022 → 07/2024
    Secu Life Insurance Company
    Raleigh, NC
  • 04/2018 → 07/2024
    State Employees' Credit Union
    Winston Salem, NC
  • 11/2017 → 04/2018
    Support.COm
    Los Angeles, CA
  • 04/2010 → 12/2017
    New Century Church
    Mount Airy, NC
  • 12/2013 → 10/2016
    B & H Computers
    Mount Airy, NC
  • 07/2022 → 07/2024
    Credit Union Investment Services
    Raleigh, NC
  • 07/2024 → Present
    Fidelity Investments
    Greensboro, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greensboro, NC
  • 2022-09-09 → 2024-07-16
    Credit Union Investment Services
    Winston Salem, NC
Other Businesses

OBA-126934|OrgNmn:ASJ Ventures LLC|Org Addr:Rural Hall,North Caro,US|OBA Nature:Purchasing/renovating properti|Invst Rel:Y|Title:Sole Proprietor|Duties:Renovate and maintain property, evaluate potential tennants, collect monthly rent payments from tennants|StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-09
S63 Uniform Securities Agent State Law Examination 2022-07-27
  • S65 Uniform Investment Adviser Law Examination
    2022-09-09
  • S63 Uniform Securities Agent State Law Examination
    2022-07-27
Other Names
  • Cody West Smith

View on SEC IAPD

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KEVIN BLAKE GUNTER
Jeffrey David Bercaw
John B Bailey
RANDAL LYNN SIPKEMA
PHILLIP PATRICK SIELATYCKI

Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · GREENSBORO, NC
BANKERS LIFE ADVISORY SERVICES, INC. · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC
BY DESIGN FINANCIAL PLANNING · GREENSBORO, NC
CETERA INVESTMENT ADVISERS LLC · GREENSBORO, NC

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