Best Investors Account Sign in

Spencer Mark Smith

Strategic Advisers LLC

Durham, NC

Raleigh, NC

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

100 New Millennium Way, Durham, NC 27709-8204 • United States

Raleigh, NC • 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 Durham NC 10/2023 Present
Unemployed Raleigh NC 02/2023 10/2023
Civiceye Charlotte NC 07/2022 02/2023
Unemployed Raleigh NC 04/2022 07/2022
Onto Mortgage Framingham MA 06/2021 04/2022
Jpmorgan Chase Columbus OH 12/2018 06/2021
Huntington Bank Columbus OH 06/2018 12/2018
Lindey'S Restaurant Columbus OH 03/2018 06/2018
Lawrence County Prosecutor'S Office Ironton OH 08/2016 12/2017
Uber Columbus OH 04/2017 02/2019
Self-Employed Columbus OH 09/2017 12/2017
Fidelity Investments Boston MA 03/2025 Present
  • 10/2023 → Present
    Fidelity Investments
    Durham, NC
  • 02/2023 → 10/2023
    Unemployed
    Raleigh, NC
  • 07/2022 → 02/2023
    Civiceye
    Charlotte, NC
  • 04/2022 → 07/2022
    Unemployed
    Raleigh, NC
  • 06/2021 → 04/2022
    Onto Mortgage
    Framingham, MA
  • 12/2018 → 06/2021
    Jpmorgan Chase
    Columbus, OH
  • 06/2018 → 12/2018
    Huntington Bank
    Columbus, OH
  • 03/2018 → 06/2018
    Lindey'S Restaurant
    Columbus, OH
  • 08/2016 → 12/2017
    Lawrence County Prosecutor'S Office
    Ironton, OH
  • 04/2017 → 02/2019
    Uber
    Columbus, OH
  • 09/2017 → 12/2017
    Self-Employed
    Columbus, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-04-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-05
  • S66 Uniform Combined State Law Examination
    2024-03-05
Other Names
  • Spencer Smith

View on SEC IAPD

More in Durham, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor