CODY W. SMITH is an investment adviser representative (IAR) with state registration records since 2022, appearing at 3 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2024-08-29 | 2025-03-31 | — |
| CREDIT UNION INVESTMENT SERVICES, INC. | 2022-09-09 | 2024-07-16 | — |