Vincent Anthony Smith
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCAug 2025 to now
- Fidelity InvestmentsJul 2023 to now
- Distinctive Consulting LLCJun 2022 to Jul 2023
- NY Invent Co.Jun 2021 to Jun 2022
- InstacartMay 2020 to Jun 2020
- University of Rhode IslandSep 2019 to May 2023
- Lindenhurst DinerAug 2017 to Aug 2020
- Adventureland Amusement ParkJul 2017 to Oct 2017
- Lindenhurst High SchoolSep 2015 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7788029
- Firm CRD
- 104555