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Michael Smith

Strategic Advisers LLC

Salt Lake City, UT

Springville, UT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
UT RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

49 North 400 West, Salt Lake City, UT 84101-1368 • United States

Springville, UT • 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
E*Trade Securities Llc Sandy UT 01/2018 03/2018
Eagle Pointe Trucking Inc South Jordan UT 11/2016 01/2018
Dominos Orem UT 07/2014 01/2017
E*Trade Securities Llc Sandy UT 03/2018 02/2019
E*Trade Securities Llc Sandy UT 02/2019 06/2019
E*Trade Securities Llc Sandy UT 06/2019 10/2019
E*Trade Securities Llc Sandy UT 10/2019 06/2021
E*Trade Securities Llc Sandy UT 06/2021 09/2023
Morgan Stanley Sandy UT 01/2023 12/2023
Morgan Stanley Sandy UT 09/2023 12/2023
Fidelity Investments Salt Lake City UT 03/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2018 → 03/2018
    E*Trade Securities Llc
    Sandy, UT
  • 11/2016 → 01/2018
    Eagle Pointe Trucking Inc
    South Jordan, UT
  • 07/2014 → 01/2017
    Dominos
    Orem, UT
  • 03/2018 → 02/2019
    E*Trade Securities Llc
    Sandy, UT
  • 02/2019 → 06/2019
    E*Trade Securities Llc
    Sandy, UT
  • 06/2019 → 10/2019
    E*Trade Securities Llc
    Sandy, UT
  • 10/2019 → 06/2021
    E*Trade Securities Llc
    Sandy, UT
  • 06/2021 → 09/2023
    E*Trade Securities Llc
    Sandy, UT
  • 01/2023 → 12/2023
    Morgan Stanley
    Sandy, UT
  • 09/2023 → 12/2023
    Morgan Stanley
    Sandy, UT
  • 03/2024 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-25
S63 Uniform Securities Agent State Law Examination 2019-03-26
  • S66 Uniform Combined State Law Examination
    2024-04-25
  • S63 Uniform Securities Agent State Law Examination
    2019-03-26
Other Names
  • Michael Moroni Smith
  • Michael Smith

View on SEC IAPD

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Other Investors

MICHAEL GENE MEYER
BRADLEY ROBERT BRITTON
TERESA DAHL
ADAM THOMAS WILCOX
BRANDON GREGORY PEARSON
ALLEN RAY MCNEAL
Jason Scot Berryman
Cassidy Diane Kendzior

Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

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