Gregory Cole Smeraldi
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Strategic Advisers LLCMar 2026 to now
- Fidelity InvestmentsOct 2025 to now
- Crane Worldwide LogisticsAug 2024 to Sep 2025
- UnemployedJun 2024 to Aug 2024
- Black Sheep LodgeDec 2023 to Jun 2024
- UnemployedApr 2023 to Dec 2023
- Oracle NetsuiteAug 2022 to Apr 2023
- University of Colorado BoulderAug 2021 to Aug 2022
- Crane Worldwide LogisticsMay 2021 to Aug 2021
- University of Colorado BoulderAug 2020 to May 2021
- Lakeside Country ClubJun 2020 to Jul 2020
- University of Colorado BoulderAug 2019 to Jun 2020
- Lakeside Country ClubJun 2019 to Aug 2019
- University of Colorado BoulderAug 2018 to Jun 2019
- UnemployedJun 2018 to Aug 2018
- Stratford High SchoolJan 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 8180873
- Firm CRD
- 104555