Brandon Michael Smith

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2022 → Present
  Fidelity Investments
  Jacksonville, FL
• 09/2021 → 06/2022
  City Of Jacksonville
  Jacksonville, FL
• 09/2018 → 06/2022
  San Jose Episcopal Church - Episcopal Diocese Of Florida
  Jacksonville, FL
• 09/2018 → 12/2018
  Jacksonville University
  Jacksonville, FL
• 03/2018 → 05/2018
  Cornell University
  Ithaca, NY
• 01/2018 → 02/2018
  Express Employment Professionals
  Ithaca, NY
• 05/2016 → 09/2018
  The Hangar Theatre
  Ithaca, NY
• 12/2016 → 09/2018
  The Episcopal Church Of Saints Peter And John
  Auburn, NY
• 01/2018 → 05/2018
  Ithaca College
  Ithaca, NY
• 08/2015 → 05/2017
  Ithaca College
  Ithaca, NY
• 02/2021 → 06/2022
  Brandon M Smith Music, Llc
  Jacksonville, FL
• 02/2009 → 02/2021
  Self-Employed
  Jacksonville, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-08-14 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL

Other Businesses

OBA-90699|OrgNmn:Bold City Opera|Org Addr:Jacksonvil,Florida,US|OBA Nature:Opera Company|Invst Rel:N|Title:Vice President|Duties:We are in the very early phases of starting a small opera company. My duties currently only require 4 hrs per month regarding formation and pr|StrtDt:01-27-26|TotHrs/mon:4|TrdHrs/mon:0|OBA-69395|OrgNmn:Brandon M Smith Music LLC|Org Addr:Jacksonvil,Florida,US|OBA Nature:Music Services: Lessons, Music|Invst Rel:N|Title:Sole Proprietor|Duties:This is my personal sole-member LLC (I am the Owner)|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2023-08-09
• S63 Uniform Securities Agent State Law Examination
  2022-10-03

Other Names

• Brandon Michael Smith
• Zeek Smith
• Brandon Smith