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Colton Jerome Smith

Strategic Advisers LLC

Lynnwood, WA

Bothell, WA

Bothell, WA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-08-21
WA RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-08-21
  • WA RA
    APPROVED
    Since 2025-03-31

Branch Locations

18825 33Rd Ave W Ste 200, Lynnwood, WA 98036-4747 • United States

22722 29Th Drive Se Suite 100, Bothell, WA 98021-4401 • United States

Bothell, WA • 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
Fidelity Investments Lynnwood WA 08/2017 Present
The Everett Clinic Everett WA 12/2016 08/2017
United States Army Fort Meade MD 10/2010 12/2016
Fidelity Investments Boston MA 03/2025 Present
  • 08/2017 → Present
    Fidelity Investments
    Lynnwood, WA
  • 12/2016 → 08/2017
    The Everett Clinic
    Everett, WA
  • 10/2010 → 12/2016
    United States Army
    Fort Meade, MD
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Lynnwood, WA
  • 2018-09-25 → 2021-09-28
    Fidelity Personal And Workplace Advisors
    Bellevue, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-01-18
  • S66 Uniform Combined State Law Examination
    2018-01-18

View on SEC IAPD

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