Samuel Smeed, financial advisor Salt Lake City UT

Samuel Smeed

CRD Number: 6780874
Current Firm: Fidelity Personal And Workplace Advisors

Samuel Smeed (CRD# 6780874) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Salt Lake City, UT and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Salt Lake City, UT Sep 2020 - Current 1
Unemployed Phoenix, AZ Apr 2020 - Aug 2020 < 1
Soul Surgery Scottsdale, AZ Mar 2019 - Mar 2020 1
National University La Jolla, CA Jan 2019 - Jan 2020 1
Umb Bank Phoenix, AZ Jul 2018 - Mar 2019 < 1
Charles Schwab Phoenix, AZ Nov 2017 - Jun 2018 < 1
Charles Schwab & Company, Inc. Lone Tree, CO Apr 2017 - Nov 2017 < 1
Devry University Westminster, CO Aug 2016 - Apr 2017 < 1
Cellular Sales Independence, MO Aug 2015 - Jul 2016 < 1
Unemployed Pitsburg, KS Apr 2015 - Aug 2015 < 1
Northwood University West Palm Beach, FL Mar 2014 - Apr 2015 1
Art Institutes Interntional Lenexa, KS Mar 2013 - May 2014 1
Anthem College Kansas City, MO Jan 2013 - Mar 2013 < 1
Sprint Kansas City, MO Sep 2012 - Dec 2012 < 1
Quiktrip Mission, KS Jul 2008 - Sep 2012 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2021
S66 NASAA Uniform Combined State Law Examination Dec 2021
Contact Info for Samuel C. Smeed
Phone Number: 617-563-7000
Registered State(s):
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    726,706
    MILLIONS
  • Total Number of Accounts
    1,509,611
    ACCOUNTS
  • Average Account Value
    $481,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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