Cyrus Scott Smith

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

NC RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

100 New Millennium Way, Durham, NC 27709-8204 • United States

Chapel Hill, NC • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy Yes
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Scottrade, Inc.	Rancho Bernardo	CA	06/2016	03/2018
Cuso Financial Services, Lp	San Diego	CA	04/2018	09/2021
Fidelity Investments	Salt Lake City	UT	09/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

06/2016 → 03/2018

Scottrade, Inc.

Rancho Bernardo, CA
04/2018 → 09/2021

Cuso Financial Services, Lp

San Diego, CA
09/2021 → Present

Fidelity Investments

Salt Lake City, UT
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-11-04 → 2025-03-31

Fidelity Personal And Workplace Advisors

San Diego, CA

Durham, NC

Chapel Hill, NC
2018-04-16 → 2021-09-08

Cuso Financial Services, L.P.

San Diego, CA
2017-01-24 → 2018-03-09

Scottrade Investment Management

Saint Louis, MO
2011-04-14 → 2015-08-06

Harrisdirect Llc

Arlington, VA

San Diego, CA
2009-06-23 → 2011-04-08

Concert Wealth Management

San Diego, CA
2005-06-10 → 2009-06-17

Wells Fargo Clearing Services, Llc

San Diego, CA

San Diego, CA
1997-07-08 → 2005-06-22

Citigroup Global Markets Inc.

San Diego, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1992-04-06
S63	Uniform Securities Agent State Law Examination	1979-07-11

S65 Uniform Investment Adviser Law Examination

1992-04-06
S63 Uniform Securities Agent State Law Examination

1979-07-11

Other Names

Scott Smith
C. Scott Smith
Cyrus Scott Smith
C. S Smith
Cyrus Scott Smith

View on SEC IAPD