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Vincent Anthony Smith

Strategic Advisers LLC

Lake Grove, NY

Lindenhurst, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-02-19
TX RA APPROVED 2025-08-26
  • NY RA
    APPROVED
    Since 2026-02-19
  • TX RA
    APPROVED
    Since 2025-08-26

Branch Locations

142 New Moriches Road, Lake Grove, NY 11755-1300 • United States

Lindenhurst, NY • 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 Smithfield RI 07/2023 Present
Distinctive Consulting Llc Patchogue NY 06/2022 07/2023
University Of Rhode Island Kingston RI 01/2023 05/2023
University Of Rhode Island Kingston RI 09/2022 12/2022
Ny Invent Co. Mastic NY 06/2021 06/2022
Lindenhurst Diner Lindenhurst NY 08/2017 08/2020
Instacart San Francisco CA 05/2020 06/2020
Adventureland Amusement Park Farmingdale NY 07/2017 10/2017
University Of Rhode Island Kingston RI 09/2019 05/2023
Lindenhurst High School Lindenhurst NY 09/2015 06/2019
  • 07/2023 → Present
    Fidelity Investments
    Smithfield, RI
  • 06/2022 → 07/2023
    Distinctive Consulting Llc
    Patchogue, NY
  • 01/2023 → 05/2023
    University Of Rhode Island
    Kingston, RI
  • 09/2022 → 12/2022
    University Of Rhode Island
    Kingston, RI
  • 06/2021 → 06/2022
    Ny Invent Co.
    Mastic, NY
  • 08/2017 → 08/2020
    Lindenhurst Diner
    Lindenhurst, NY
  • 05/2020 → 06/2020
    Instacart
    San Francisco, CA
  • 07/2017 → 10/2017
    Adventureland Amusement Park
    Farmingdale, NY
  • 09/2019 → 05/2023
    University Of Rhode Island
    Kingston, RI
  • 09/2015 → 06/2019
    Lindenhurst High School
    Lindenhurst, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-20
S63 Uniform Securities Agent State Law Examination 2023-12-06
  • S66 Uniform Combined State Law Examination
    2025-08-20
  • S63 Uniform Securities Agent State Law Examination
    2023-12-06

View on SEC IAPD

Other Firms

J.P. MORGAN SECURITIES LLC
CHARLES SCHWAB & CO., INC.
WELLS FARGO CLEARING SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
EDWARD JONES
PENSION FUND EVALUATIONS, INC.
OSAIC WEALTH, INC.

Other Investors

JAMES RYAN ROSELLE
Stephen Carey
Danielle M DeMarco
Brett M. Heyder
Gregory Napolitano
Peter Steven Donahue
Nicholas Milvid
Brandon L DeRamo

Other Offices

J.P. MORGAN SECURITIES LLC · LAKE GROVE, NY
CHARLES SCHWAB & CO., INC. · Lake Grove, NY
WELLS FARGO CLEARING SERVICES, LLC · LAKE GROVE, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LAKE GROVE, NY
LPL FINANCIAL LLC · NESCONSET, NY
EDWARD JONES · ST JAMES, NY
PENSION FUND EVALUATIONS, INC. · CENTEREACH, NY
LPL FINANCIAL LLC · SMITHTOWN, NY

More in Lake Grove, NY

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