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.

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

Jan 1, 2004earliest registration or exam on IAPD

Years in industry

22derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S66

First exam

Oct 15, 2004

First registration

Dec 10, 2004

Dual registered

yes, broker-dealer

Other names

MICHAEL LAMAR SMITH

IAPD individual key

4747689

• Occurred

  Jun 29, 2022
  Advisor changed firm

  Michael Smith left T. Rowe Price Advisory Services, Inc. for Fidelity Personal And Workplace Advisors (registered 2022-08-03)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:cf2edaa5-2262-1c08-bb4d-004c4bc8cf8e

First observed

Dec 10, 2004

Last observed

Sep 14, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.