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William Smith

Strategic Advisers LLC

Troy, MI

Madison Heights, MI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Troy, MI • United States

Madison Heights, MI • 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 Troy MI 12/2023 Present
Plante Moran Southfield MI 11/2021 11/2023
Fis Detroit MI 05/2020 11/2021
Ottawa Avenue Private Capital Grand Rapids MI 01/2020 04/2020
3M Maplewood MN 05/2019 08/2019
Shipt Grand Rapids MI 04/2019 05/2020
Domino's Pizza Grand Rapids MI 01/2019 04/2019
Meijer Grand Rapids MI 10/2018 02/2019
Office Depot Grandville MI 01/2018 04/2018
Enterprise Rent-A-Car Detroit MI 05/2018 08/2018
Target Grandville MI 10/2017 01/2018
Enterprise Rent-A-Car Detroit MI 05/2017 08/2017
Ellis Parking Services Grand Rapids MI 08/2016 04/2017
Seidman Cafe Grand Rapids MI 08/2018 10/2018
Grand Valley State University Grand Rapids MI 08/2016 04/2020
Howard University Royal Oak MI 11/2021 08/2022
Fidelity Investments Boston MA 03/2025 Present
  • 12/2023 → Present
    Fidelity Investments
    Troy, MI
  • 11/2021 → 11/2023
    Plante Moran
    Southfield, MI
  • 05/2020 → 11/2021
    Fis
    Detroit, MI
  • 01/2020 → 04/2020
    Ottawa Avenue Private Capital
    Grand Rapids, MI
  • 05/2019 → 08/2019
    3M
    Maplewood, MN
  • 04/2019 → 05/2020
    Shipt
    Grand Rapids, MI
  • 01/2019 → 04/2019
    Domino's Pizza
    Grand Rapids, MI
  • 10/2018 → 02/2019
    Meijer
    Grand Rapids, MI
  • 01/2018 → 04/2018
    Office Depot
    Grandville, MI
  • 05/2018 → 08/2018
    Enterprise Rent-A-Car
    Detroit, MI
  • 10/2017 → 01/2018
    Target
    Grandville, MI
  • 05/2017 → 08/2017
    Enterprise Rent-A-Car
    Detroit, MI
  • 08/2016 → 04/2017
    Ellis Parking Services
    Grand Rapids, MI
  • 08/2018 → 10/2018
    Seidman Cafe
    Grand Rapids, MI
  • 08/2016 → 04/2020
    Grand Valley State University
    Grand Rapids, MI
  • 11/2021 → 08/2022
    Howard University
    Royal Oak, MI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-04-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Troy, MI
Other Businesses

OBA-110392|OrgNmn:Princeton Estate LLC|Org Addr:Detroit,Michigan,US|OBA Nature:Renting units of property to t|Invst Rel:Y|Title:Officer|Duties:Property and tenant management|StrtDt:|TotHrs/mon:5|TrdHrs/mon:2|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-14
  • S66 Uniform Combined State Law Examination
    2024-04-14
Other Names
  • William Jaylen Smith

View on SEC IAPD

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