Hanna W. Smith
STRATEGIC ADVISERS LLC | Financial Consultant
TIGARD, OR
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CRD#: 6798793
Professional summary
Hanna Wexhler Smith, CFP®, who also goes by Hanna Olivia Wexhler, Hanna Wexhler, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Tigard, Oregon and FIDELITY BROKERAGE SERVICES LLC located in Vancouver, Washington.
Hanna is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Hanna has worked at 4 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.
Biography
As a CERTIFIED FINANCIAL PLANNER™, I partner with individuals, their families and businesses to help them navigate the world of investing. My goal is to help my clients gain peace of mind through education and holistic financial planning, empowering them to make prudent investment choices. My areas of expertise include retirement & income planning, wealth transfer, employer benefits and tax efficient investing.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Hanna Olivia Wexhler | Hanna Wexhler
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Hanna Wexhler Smith's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Education
University of Oregon
Business - Finance
2017
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 655 W Columbia Way Suite 404, Vancouver, WA 98660RIA
CRD#: 104555
TIGARD, OR
Current
July 3, 2018 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 655 W Columbia Way Suite 404, Vancouver, WA 98660BD
CRD#: 7784
VANCOUVER, WA
Past
October 17, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
PORTLAND, OR
Past
February 20, 2018 - March 30, 2018
HORNOR, TOWNSEND & KENT, LLC
RIA
CRD#: 4031
LAKE OSWEGO, OR
Past
October 23, 2017 - March 30, 2018
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
LAKE OSWEGO, OR
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(1/4/2019)
RR
Arizona(1/4/2019)
RR
California(7/3/2018)
IAR
California(3/31/2025)
RR
Colorado(1/4/2019)
RR
Connecticut(11/16/2021)
RR
Florida(1/4/2019)
RR
Georgia(7/10/2020)
RR
Hawaii(1/4/2019)
RR
Illinois(1/4/2019)
RR
Indiana(4/15/2019)
RR
Iowa(10/31/2025)
RR
Maryland(1/4/2019)
RR
Massachusetts(1/4/2019)
RR
Michigan(7/10/2025)
RR
Montana(1/4/2019)
RR
Nevada(1/4/2019)
RR
New York(1/6/2025)
RR
Oklahoma(4/15/2019)
RR
Oregon(7/3/2018)
IAR
Oregon(3/31/2025)
RR
Pennsylvania(9/19/2019)
RR
Tennessee(4/15/2019)
RR
Texas(1/4/2019)
IAR
Texas(3/31/2025)
RR
Virginia(8/6/2025)
RR
Washington(7/3/2018)
IAR
Washington(3/31/2025)
RR
Wyoming(9/19/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Tigard, ORTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
