Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Jersey City, NJ • United States

396 North Route 17, Paramus, NJ 07652-2907 • 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
Axa Advisors, Llc New York NY 05/2018 06/2020
Piattino's Neighborhood Bistro Mendham NJ 09/2013 09/2021
Done Plus Llc Mendham NJ 09/2016 03/2017
Seton Hall University South Orange NJ 08/2015 12/2017
Equitable Advisors, Llc New York NY 05/2018 01/2021
Sagepoint Financial, Inc. New York NY 01/2021 09/2021
Union Hall Hoboken Hoboken NJ 09/2021 Present
Fidelity Investments Hoboken NJ 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2018 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 09/2013 → 09/2021
    Piattino's Neighborhood Bistro
    Mendham, NJ
  • 09/2016 → 03/2017
    Done Plus Llc
    Mendham, NJ
  • 08/2015 → 12/2017
    Seton Hall University
    South Orange, NJ
  • 05/2018 → 01/2021
    Equitable Advisors, Llc
    New York, NY
  • 01/2021 → 09/2021
    Sagepoint Financial, Inc.
    New York, NY
  • 09/2021 → Present
    Union Hall Hoboken
    Hoboken, NJ
  • 09/2021 → Present
    Fidelity Investments
    Hoboken, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Paramus, NJ
    Bayonne, NJ
Other Businesses

OBA-128638|OrgNmn:The Brass Rail|Org Addr:Hoboken,New Jersey,US|OBA Nature:Restaurant|Invst Rel:N|Title:Server|Duties:Serve food and beverages|StrtDt:02-28-26|TotHrs/mon:20|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-23
S63 Uniform Securities Agent State Law Examination 2018-11-09
  • S66 Uniform Combined State Law Examination
    2024-08-23
  • S63 Uniform Securities Agent State Law Examination
    2018-11-09
Other Names
  • Gregory Smith
  • Gregory Hunter Smith

View on SEC IAPD

More in Jersey City, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor