Rockefeller Capital Management
46yrs
Top advisor by experience in Salt Lake City
19yrs
Michael Smith
Financial advisor at Strategic Advisers
Michael Smith is a fiduciary financial advisor in Salt Lake City, Utah, with 19 years in the industry. After seven years at Fidelity Personal and Workplace Advisors and a year at TD Ameritrade, Michael joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.
One of 1596 advisors with offices in Salt Lake City, and one of 1517 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?Top 17% 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
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
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2012 – 2018Strategic Advisers LLCPreviously
- Sep 2011 – Apr 2012TD Ameritrade, Inc.Previously
- Sep 2011 – Apr 2012TD Ameritrade Investment Management, LLCPreviously
- Aug 2010 – Aug 2011Strategic Advisers LLCPreviously
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 Salt Lake City, UT office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2007, about 19 years. Top 17% by experience at Strategic Advisers.
What licenses does Michael hold?
Series 63, 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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