MATTHEW SMITH is an investment adviser representative (IAR) with state registration records since 2015, appearing at 6 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2021-09-27 | 2025-03-31 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2020-07-23 | 2021-08-06 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2019-09-17 | 2020-07-17 | — |
| TD AMERITRADE, INC. | 2019-09-17 | 2020-07-17 | — |
| CHARLES SCHWAB & CO., INC. | 2018-06-19 | 2019-08-01 | — |
| STRATEGIC ADVISERS LLC | 2015-07-14 | 2017-06-07 | — |