Kimberly Smay

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2025-03-31

Branch Locations

Hurst, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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	Westlake	TX	03/2023	Present
Gritr Sports	North Richland Hills	TX	04/2022	02/2023
Starbucks	North Richland Hills	TX	08/2021	09/2021
Lowes	Hurst	TX	12/2019	06/2021
Icarus Real Estate, Llc	Arlington	TX	03/2016	04/2019
Homemaker	Hurst	TX	04/2019	12/2019
Asmayzing Enterprises Llc	North Richland Hills	TX	05/2021	07/2022
Fidelity Investments	Boston	MA	03/2025	Present

03/2023 → Present

Fidelity Investments

Westlake, TX
04/2022 → 02/2023

Gritr Sports

North Richland Hills, TX
08/2021 → 09/2021

Starbucks

North Richland Hills, TX
12/2019 → 06/2021

Lowes

Hurst, TX
03/2016 → 04/2019

Icarus Real Estate, Llc

Arlington, TX
04/2019 → 12/2019

Homemaker

Hurst, TX
05/2021 → 07/2022

Asmayzing Enterprises Llc

North Richland Hills, TX
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2024-05-01 → 2025-03-31

Fidelity Personal And Workplace Advisors

Westlake, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-09-07

S66 Uniform Combined State Law Examination

2023-09-07

Other Names

Kimberly Dawn Smay
Kim Wade
Kimberly Smay

View on SEC IAPD

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