Hugh Mcalpine Smith
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$1.4TFirm assets
Are you Hugh Mcalpine Smith? Claim your profile
Contact this firm
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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsOct 2020 to now
- UnemployedApr 2020 to Oct 2020
- Massachusetts Democratic State CommitteeJan 2018 to Apr 2020
- Black Point InnJul 2017 to Aug 2017
- Office of Congressman Seth MoultonJan 2017 to Jun 2017
- Northeastern UniversitySep 2014 to May 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (MA, ME, 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
- 7310503
- Firm CRD
- 104555