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Tyler Smith

Strategic Advisers LLC

Scottsdale, AZ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-03-30
TX RA APPROVED 2026-03-27
  • AZ RA
    APPROVED
    Since 2026-03-30
  • TX RA
    APPROVED
    Since 2026-03-27

Branch Locations

Scottsdale, AZ • 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 Scottsdale AZ 06/2022 Present
Wells Fargo San Francisco CA 10/2021 06/2022
Utah Valley University Orem UT 07/2021 10/2021
Sage Dining Services Lutherville MD 08/2017 06/2021
Diamond Concessions Of Utah West Valley City UT 10/2017 12/2019
Healthcare Service Group Bensalem PA 07/2019 10/2019
Sodexo Cheektowaga NY 11/2016 07/2017
Lakeland Regional Medical Center Lakeland FL 07/2016 11/2016
Fidelity Brokerage Services Llc Scottsdale AZ 02/2026 Present
Strategic Advisors Llc Scottsdale AZ 02/2026 Present
  • 06/2022 → Present
    Fidelity Investments
    Scottsdale, AZ
  • 10/2021 → 06/2022
    Wells Fargo
    San Francisco, CA
  • 07/2021 → 10/2021
    Utah Valley University
    Orem, UT
  • 08/2017 → 06/2021
    Sage Dining Services
    Lutherville, MD
  • 10/2017 → 12/2019
    Diamond Concessions Of Utah
    West Valley City, UT
  • 07/2019 → 10/2019
    Healthcare Service Group
    Bensalem, PA
  • 11/2016 → 07/2017
    Sodexo
    Cheektowaga, NY
  • 07/2016 → 11/2016
    Lakeland Regional Medical Center
    Lakeland, FL
  • 02/2026 → Present
    Fidelity Brokerage Services Llc
    Scottsdale, AZ
  • 02/2026 → Present
    Strategic Advisors Llc
    Scottsdale, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-17
S63 Uniform Securities Agent State Law Examination 2022-09-30
  • S66 Uniform Combined State Law Examination
    2026-02-17
  • S63 Uniform Securities Agent State Law Examination
    2022-09-30
Other Names
  • Tyler Miller Smith
  • Tyler Smith

View on SEC IAPD

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