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Hanna Wexhler Smith

Strategic Advisers LLC

Tigard, OR

Tigard, OR

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
WA RA APPROVED 2025-03-31
  • OR RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

7493 Sw Bridgeport Road Bridgeport Village, Tigard, OR 97224-7207 • United States

Tigard, OR • 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
Penn Mutual Life Insurance Company Horsham PA 06/2017 03/2018
Hornor, Townsend & Kent. Inc. Horsham PA 05/2017 03/2018
University Of Oregon Eugene OR 09/2013 06/2017
Premier Foods, Inc. Del Mar CA 07/2014 09/2017
Hot Diggity Pet Sitting Portland OR 06/2018 06/2018
Fidelity Brokerage Services Llc Portland OR 06/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2017 → 03/2018
    Penn Mutual Life Insurance Company
    Horsham, PA
  • 05/2017 → 03/2018
    Hornor, Townsend & Kent. Inc.
    Horsham, PA
  • 09/2013 → 06/2017
    University Of Oregon
    Eugene, OR
  • 07/2014 → 09/2017
    Premier Foods, Inc.
    Del Mar, CA
  • 06/2018 → 06/2018
    Hot Diggity Pet Sitting
    Portland, OR
  • 06/2018 → Present
    Fidelity Brokerage Services Llc
    Portland, OR
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-10-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Portland, OR
  • 2018-02-20 → 2018-03-30
    Hornor, Townsend & Kent, Llc
    Lake Oswego, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-21
  • S66 Uniform Combined State Law Examination
    2017-12-21
Other Names
  • Hanna Wexhler
  • Hanna Olivia Wexhler

View on SEC IAPD

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LETTIN WEALTH MANAGEMENT GROUP, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

BRYAN ALAN BRUMUND
JOHN ANDREW NESS
ALISA ARREDONDO
LINDA LY
MATTHEW SPRIGGS
GREGORY ARTHUR SMITH
WAYNE M. SACKLEY
JOHN S. ROBERTS

Other Offices

EDWARD JONES · PORTLAND, OR
TRANSAMERICA FINANCIAL ADVISORS, LLC · PORTLAND, OR
LPL FINANCIAL LLC · TIGARD, OR
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Tigard, OR
LETTIN WEALTH MANAGEMENT GROUP, INC. · LAKE OSWEGO, OR
LPL FINANCIAL LLC · TIGARD, OR
LPL FINANCIAL LLC · TUALATIN, OR
AMERIPRISE FINANCIAL SERVICES, LLC · Portland, OR

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