Cyrus S. Smith

STRATEGIC ADVISERS LLC

CHAPEL HILL, NC

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CRD#: 859546

Professional summary

Cyrus Scott Smith JR., who also goes by C. S Smith Jr, C. Scott Smith, Cyrus Scott Smith Jr, Scott Smith, Cyrus Scott Smith, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Chapel Hill, North Carolina and FIDELITY BROKERAGE SERVICES LLC located in Durham, North Carolina.

Cyrus is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1978. Cyrus has worked at 15 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

C. S Smith Jr | C. Scott Smith | Cyrus Scott Smith Jr | Scott Smith | Cyrus Scott Smith

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cyrus Scott Smith JR.'s CRS (Customer Relationship Summary).

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®

None

Experience

Current

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

Office #2: 100 New Millennium Way, Durham, NC 27709

RIA

CRD#: 104555

CHAPEL HILL, NC

Current

October 27, 2021 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 100 New Millennium Way, Durham, NC 27709

CRD#: 7784

Durham, NC

Past

November 4, 2021 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

DURHAM, NC

Past

April 16, 2018 - September 8, 2021

CUSO FINANCIAL SERVICES, L.P.

RIA

CRD#: 42132

SAN DIEGO, CA

Past

April 16, 2018 - September 8, 2021

CUSO FINANCIAL SERVICES, L.P.

CRD#: 42132

SAN DIEGO, CA

Past

January 24, 2017 - March 9, 2018

SCOTTRADE INVESTMENT MANAGEMENT

RIA

CRD#: 169988

SAINT LOUIS, MO

Past

June 7, 2016 - March 9, 2018

SCOTTRADE, INC.

CRD#: 8206

SAN DIEGO, CA

Past

April 18, 2011 - August 6, 2015

E*TRADE SECURITIES LLC

CRD#: 29106

SAN DIEGO, CA

Past

April 14, 2011 - August 6, 2015

HARRISDIRECT LLC

RIA

CRD#: 42159

SAN DIEGO, CA

Past

June 23, 2009 - April 8, 2011

CONCERT WEALTH MANAGEMENT

RIA

CRD#: 141253

SAN DIEGO, CA

Past

June 10, 2005 - June 17, 2009

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

SAN DIEGO, CA

Past

June 10, 2005 - June 17, 2009

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

SAN DIEGO, CA

Past

July 8, 1997 - June 22, 2005

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

SAN DIEGO, CA

Past

June 30, 1994 - June 22, 2005

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

April 7, 1989 - July 13, 1994

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

NEW YORK, NY

Past

August 18, 1986 - April 13, 1989

MORGAN STANLEY & CO. LLC

CRD#: 8209

Past

July 10, 1981 - August 29, 1986

E. F. HUTTON & COMPANY INC

CRD#: 235

Past

November 27, 1978 - July 22, 1981

PERSHING LLC

CRD#: 7560

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".

STRATEGIC ADVISERS LLC

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.

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

Alabama
(10/28/2021)

Alaska
(11/4/2021)

Arizona
(11/9/2021)

Arkansas
(10/27/2021)

California
(10/27/2021)

Colorado
(11/1/2021)

Connecticut
(10/27/2021)

Delaware
(11/19/2021)

District of Columbia
(10/29/2021)

Florida
(10/28/2021)

Georgia
(10/28/2021)

Hawaii
(10/28/2021)

Idaho
(10/27/2021)

Illinois
(10/28/2021)

Indiana
(11/9/2021)

Iowa
(11/1/2021)

Kansas
(10/28/2021)

Kentucky
(11/3/2021)

Louisiana
(10/27/2021)

Maine
(10/28/2021)

Maryland
(10/27/2021)

Massachusetts
(2/3/2022)

Michigan
(11/1/2021)

Minnesota
(11/3/2021)

Mississippi
(10/27/2021)

Missouri
(12/10/2021)

Montana
(10/28/2021)

Nebraska
(10/28/2021)

Nevada
(12/2/2021)

New Hampshire
(12/9/2021)

New Jersey
(10/27/2021)

New Mexico
(10/28/2021)

New York
(10/28/2021)

North Carolina
(10/28/2021)

IAR

North Carolina
(3/31/2025)

North Dakota
(11/1/2021)

Ohio
(10/27/2021)

Oklahoma
(10/27/2021)

Oregon
(12/8/2021)

Pennsylvania
(10/28/2021)

Puerto Rico
(10/28/2021)

Rhode Island
(11/3/2021)

South Carolina
(10/28/2021)

South Dakota
(11/8/2021)

Tennessee
(10/28/2021)

Texas
(10/28/2021)

IAR

Texas
(3/31/2025)

Utah
(10/27/2021)

Vermont
(10/28/2021)

Virgin Islands
(10/28/2021)

Virginia
(11/8/2021)

Washington
(12/9/2021)

West Virginia
(10/28/2021)

Wisconsin
(10/28/2021)

Wyoming
(11/2/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/6/1992

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/11/1979

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/18/1978

General Securities Representative Examination

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

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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

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

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	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Cyrus S. Smith

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cyrus Scott Smith JR.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

CUSO FINANCIAL SERVICES, L.P.

CUSO FINANCIAL SERVICES, L.P.

SCOTTRADE INVESTMENT MANAGEMENT

SCOTTRADE, INC.

E*TRADE SECURITIES LLC

HARRISDIRECT LLC

CONCERT WEALTH MANAGEMENT

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

CREDIT SUISSE SECURITIES (USA) LLC

MORGAN STANLEY & CO. LLC

E. F. HUTTON & COMPANY INC

PERSHING LLC

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/6/1992

Series 63

Date: 7/11/1979

SIE

Date: 10/1/2018

Series 7

Date: 11/18/1978

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

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