Mason Smith
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Mason 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
11 years in the industry.
- Strategic Advisers LLCJan 2026 to now
- Fidelity InvestmentsAug 2025 to now
- St Luke's University Health NetworkJun 2024 to Jul 2025
- Iron Valley Real Estate NortheastApr 2024 to Jul 2025
- Keller Williams AllentownMar 2024 to Apr 2024
- UnemployedJan 2024 to Mar 2024
- Marriott InternationalJun 2022 to Jan 2024
- UnemployedApr 2022 to Jun 2022
- Penn Stater Hotel and Conference CenterOct 2021 to Apr 2022
- Penn State Dining ServicesFeb 2021 to Oct 2021
- UnemployedAug 2020 to Feb 2021
- Htss IncMar 2020 to Aug 2020
- UnemployedJun 2018 to Mar 2020
- Lowe's Home ImprovementMay 2018 to Jun 2018
- UnemployedJul 2015 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 8152004
- Firm CRD
- 104555