MATTHEW SMITH is an investment adviser representative (IAR) with state registration records since 2018, appearing at 4 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2023-12-19 | 2025-03-31 | — |
| CHARLES SCHWAB & CO., INC. | 2021-12-10 | 2023-12-08 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2018-11-05 | 2021-11-12 | — |