DFX Intelligence

Data Factory

RIA / WealthAdvisordual registered (broker-dealer)47 years in industry

CYRUS SCOTT SMITH

Advisor at STRATEGIC ADVISERS LLC

CHAPEL HILL, NC | DURHAM, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:643c0676-83df-b234-5208-4c3bcbe04137

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Jul 8, 1997 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 11, 1979earliest registration or exam on IAPD
Years in industry: 47derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Jul 11, 1979
First registration: Jul 8, 1997
Dual registered: yes, broker-dealer
Other names: SCOTT SMITH|C. SCOTT SMITH|Cyrus Scott Smith|C. S SMITH|CYRUS SCOTT SMITH
IAPD individual key: 859546

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	DURHAM, NC\|CHAPEL HILL, NC	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Nov 4, 2021	Mar 31, 2025	no	SAN DIEGO, CA\|DURHAM, NC\|CHAPEL HILL, NC	Previous registration
CUSO FINANCIAL SERVICES, L.P.	Former SEC adviser	Apr 16, 2018	Sep 8, 2021	no	SAN DIEGO, CA	Previous registration
SCOTTRADE INVESTMENT MANAGEMENT	Former SEC adviser	Jan 24, 2017	Mar 9, 2018	no	SAINT LOUIS, MO	Previous registration
E*TRADE CAPITAL MANAGEMENT, LLC	Former SEC adviser	Apr 14, 2011	Aug 6, 2015	no	ARLINGTON, VA\|SAN DIEGO, CA	Previous registration
CONCERT WEALTH MANAGEMENT	Former SEC adviser	Jun 23, 2009	Apr 8, 2011	no	SAN DIEGO, CA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jun 10, 2005	Jun 17, 2009	no	SAN DIEGO, CA\|SAN DIEGO, CA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Jul 8, 1997	Jun 22, 2005	no	SAN DIEGO, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
CUSO FINANCIAL SERVICES, L.P.	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Sep 8, 2021	Nov 4, 2021	57	Firm change	Ibd to ibd
SCOTTRADE INVESTMENT MANAGEMENT	CUSO FINANCIAL SERVICES, L.P.	Mar 9, 2018	Apr 16, 2018	38	Firm change	Ibd to ibd
E*TRADE CAPITAL MANAGEMENT, LLC	SCOTTRADE INVESTMENT MANAGEMENT	Aug 6, 2015	Jan 24, 2017	537	Firm change after gap	Other
CONCERT WEALTH MANAGEMENT	E*TRADE CAPITAL MANAGEMENT, LLC	Apr 8, 2011	Apr 14, 2011	6	Firm change	Other
WELLS FARGO ADVISORS	CONCERT WEALTH MANAGEMENT	Jun 17, 2009	Jun 23, 2009	6	Firm change	Other
CITIGROUP GLOBAL MARKETS INC.	WELLS FARGO ADVISORS	Jun 22, 2005	Jun 10, 2005	-12	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
169988:42132:MO:2018-03-07	Mar 9, 2018	Apr 16, 2018	SAINT LOUIS, MO	Firm change

Relationships

Registered with (8)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Nov 4, 2021 to Mar 31, 2025factForm ADV
→ CUSO FINANCIAL SERVICES, L.P.Registered adviserregistration: previous registration
Apr 16, 2018 to Sep 8, 2021factForm ADV
→ SCOTTRADE INVESTMENT MANAGEMENTRegistered adviserregistration: previous registration
Jan 24, 2017 to Mar 9, 2018factForm ADV
→ E*TRADE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 14, 2011 to Aug 6, 2015factForm ADV
→ CONCERT WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jun 23, 2009 to Apr 8, 2011factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jun 10, 2005 to Jun 17, 2009factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Jul 8, 1997 to Jun 22, 2005factForm ADV

Dated events

No dated event names this entity yet.