Morgan Stanley
47yrs
Top advisor by experience in Colorado
22yrs
Michael Smith
Financial advisor at Strategic Advisers
Michael Smith has worked in the financial industry for 22 years and is a fiduciary financial advisor based in Greenwood Village, Colorado. After three years at Fidelity Personal and Workplace Advisors and 18 years at T. Rowe Price Advisory Services, Michael joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Strategic Advisers reports being paid through a percentage of assets and flat fees.
One of 2121 advisors with offices in Greenwood Village, and one of 2050 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?Top 11% by experience at Strategic Advisers
Office6501 S Fiddlers Green Circle Suite 300 - 600, Greenwood Village, CO 80111
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 ?2 states
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.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2022 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2004 – 2022T. Rowe Price Advisory Services, Inc.Previously
Contact Michael
(617) 563-7000Firm headquarters in Boston, MA. Ask for Michael. 6501 S Fiddlers Green Circle Suite 300 - 600Greenwood Village, CO 80111Office · Get directions
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Questions to ask Michael
Tailored to Michael’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
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About Michael
How do I contact Michael?
Call Strategic Advisers at (617) 563-7000 and ask for Michael Smith. Michael works from the Greenwood Village, CO office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2004, about 22 years. Top 11% by experience at Strategic Advisers.
What licenses does Michael hold?
Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Michael 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.
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