Dylan Smart

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

• 12/2018 → Present
  Fidelity Investments
  Westlake, TX
• 10/2017 → 12/2018
  Fidelity Investments
  Westlake, TX
• 01/2017 → 07/2017
  Robert Half Technology
  Addison, TX
• 05/2016 → 11/2016
  Heartland It Consulting
  Dallas, TX
• 09/2014 → 05/2016
  Horizon Realty Advisors
  Denton, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-02-02 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Dallas, TX
• 2020-01-06 → 2021-07-19
  Fidelity Personal And Workplace Advisors
  Westlake, TX

Exams

• S66 Uniform Combined State Law Examination
  2019-05-10

Other Names

• James Dylan Smart
• James Smart