Caitlin Mary Smith

Strategic Advisers LLC

Claim This Profile

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-07-24

FL RA
APPROVED

Since 2026-07-24

Branch Locations

5200 Tamiami Trail N Suites 103, 201 - 204, Naples, FL 34103-2817 • United States

Naples, FL • 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

Organization	City	State	From	To
Fidelity Investments	Naples	FL	12/2025	Present
Kohl'S	Taunton	MA	05/2019	01/2020
American Eagle	Taunton	MA	05/2020	06/2022
Treviso Bay	Naples	FL	10/2025	11/2025
Unemployed	Taunton	MA	07/2025	10/2025
Unemployed	Taunton	MA	01/2020	05/2020
Unemployed	Taunton	MA	11/2015	05/2019
Scorpion Bar	Taunton	MA	05/2022	07/2025

12/2025 → Present

Fidelity Investments

Naples, FL
05/2019 → 01/2020

Kohl'S

Taunton, MA
05/2020 → 06/2022

American Eagle

Taunton, MA
10/2025 → 11/2025

Treviso Bay

Naples, FL
07/2025 → 10/2025

Unemployed

Taunton, MA
01/2020 → 05/2020

Unemployed

Taunton, MA
11/2015 → 05/2019

Unemployed

Taunton, MA
05/2022 → 07/2025

Scorpion Bar

Taunton, MA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-06-11

S66 Uniform Combined State Law Examination

2026-06-11

Other Names

Caitlin Smith

View on SEC IAPD

More in Naples, FL

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor