Tyler Smith
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2026 to now
- Fidelity Brokerage Services LLCFeb 2026 to now
- Strategic Advisors LLCFeb 2026 to now
- Fidelity InvestmentsJun 2022 to now
- Wells FargoOct 2021 to Jun 2022
- Utah Valley UniversityJul 2021 to Oct 2021
- Healthcare Service GroupJul 2019 to Oct 2019
- Diamond Concessions of UtahOct 2017 to Dec 2019
- Sage Dining ServicesAug 2017 to Jun 2021
- SodexoNov 2016 to Jul 2017
- Lakeland Regional Medical CenterJul 2016 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 7579413
- Firm CRD
- 104555