LPL Financial
47yrs
Top advisor by experience in Midlothian
34yrs
Traci Smith has worked in the financial industry for 34 years and is a fiduciary financial advisor based in Midlothian, Virginia. Traci has been with Strategic Advisers since 2025; before that, Traci spent four years at Fidelity Personal and Workplace Advisors. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 236 advisors with offices in Midlothian, and one of 228 fiduciaries.
At a glance
Experience34 years (since 1993)
How that compares ?Top 1% by experience at Strategic Advisers
Office15521 Midlothian Turnpike Suite 101, Midlothian, VA 23113
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2021 – 2025Fidelity Personal and Workplace AdvisorsPreviously
Contact Traci
(617) 563-7000Firm headquarters in Boston, MA. Ask for Traci. 15521 Midlothian Turnpike Suite 101Midlothian, VA 23113Office · Get directions
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Traci
Tailored to Traci’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Traci
How do I contact Traci?
Call Strategic Advisers at (617) 563-7000 and ask for Traci Smith. Traci works from the Midlothian, VA office.
How long has Traci been a financial advisor?
Traci has been in the industry since 1993, about 34 years. Top 1% by experience at Strategic Advisers.
What licenses does Traci hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Traci a fiduciary?
Traci is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Traci paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Traci for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Cetera Investment Advisers
45yrs
Top 1% by experience at Cetera Investment Advisers
Ameriprise Financial Services
44yrs
Top 1% by experience in Midlothian
James River Asset Management
44yrs
Top 1% by experience in Virginia
Cetera Investment Advisers
43yrs
Top 1% by experience at Cetera Investment Advisers
Colonial River Wealth Management
43yrs
Top advisor by experience at Colonial River Wealth Management