Rockefeller Capital Management
46yrs
Top advisor by experience in Salt Lake City
15yrs
Brian Smith
Financial advisor at Strategic Advisers
At a glance
Experience15 years (since 2011)
How that compares ?Top 25% by experience at Strategic Advisers
Office49 North 400 West, Salt Lake City, UT 84101
How the firm is paid ?Percent of assets, Flat fee, Other
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.
Uniform Securities Agent State Law Examination
Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- Mar 2024 – Mar 2025Fidelity Personal and Workplace AdvisorsPreviously
Questions to ask Brian
Tailored to Brian’s registration and firm.
- 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 Brian
How do I contact Brian?
Call Strategic Advisers at 617-563-7000 and ask for Brian Smith. Brian works from the Salt Lake City, UT office.
How long has Brian been a financial advisor?
Brian has been in the industry since 2011, about 15 years. Top 25% by experience at Strategic Advisers.
What licenses does Brian hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Brian for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Merrill Lynch, Pierce, Fenner & Smith
45yrs
Top 1% by experience in Salt Lake City
Smedley Financial Services
45yrs
Top advisor by experience at Smedley Financial Services
Raymond James Financial Services Advisors
45yrs
Top 1% by experience in Salt Lake City
Wells Fargo Advisors
45yrs
Top 1% by experience in Salt Lake City
Cottonwood Wealth Strategies
44yrs
Top 1% by experience in Salt Lake City