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Gregory Arthur Smith

Strategic Advisers LLC

Sherwood, OR

Tigard, OR

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Sherwood, OR • United States

7493 Sw Bridgeport Road Bridgeport Village, Tigard, OR 97224-7207 • 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 Tigard OR 02/2024 Present
Fresenius Medical Care Oregon OR 05/2010 01/2024
Fidelity Investments Boston MA 03/2025 Present
  • 02/2024 → Present
    Fidelity Investments
    Tigard, OR
  • 05/2010 → 01/2024
    Fresenius Medical Care
    Oregon, OR
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Sherwood, OR
    Tigard, OR
Other Businesses

OBA-111669|OrgNmn:Scholls Valley BAnd|Org Addr:Sherwood,Oregon,US|OBA Nature:This is a musical band that pl|Invst Rel:N|Title:Keyboardist and singer|Duties:Keyboards and Singing|StrtDt:08-01-24|TotHrs/mon:6|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-25
  • S66 Uniform Combined State Law Examination
    2024-10-25
Other Names
  • Gregory A Smith
  • Gregory Smith

View on SEC IAPD

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