Gregory Hunter Smith
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsSep 2021 to now
- Union Hall HobokenSep 2021 to now
- Sagepoint Financial, Inc.Jan 2021 to Sep 2021
- Equitable Advisors, LLCMay 2018 to Jan 2021
- AXA Advisors, LLCMay 2018 to Jun 2020
- Done Plus LLCSep 2016 to Mar 2017
- Seton Hall UniversityAug 2015 to Dec 2017
- Piattino's Neighborhood BistroSep 2013 to Sep 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NJ, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6942658
- Firm CRD
- 104555