Austin Smith
Advisor at Fidelity
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Fidelity
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Raleigh, NC 27612-3859
Credentials
Series 66
Industry experience
6 years
Austin Smith is a Financial Consultant at Fidelity Investments, where he works to customize financial plans tailored to meet the unique needs of families. He collaborates with clients to build and improve financial strategies, making adjustments as life events occur.
Austin has been with Fidelity Investments since 2019, progressing through roles including Workplace Planning Associate, Workplace Planning Consultant, Financial Representative, Relationship Manager, and Investment Consultant before his current position. Prior to joining Fidelity Investments, he worked in customer service at Fidelity Charitable from 2016 to 2018. He holds a California Insurance License.
Outside of his professional work, Austin has interests in fitness, golf, skiing, soccer, and traveling.
Based on Fidelity
4509 Creedmoor Rd, Suite 101
Raleigh, NC 27612-3859
North Carolina · Texas
Fidelity Investments
2025 - Present (1 year)
Fidelity Brokerage Services LLC
2019 - Present (7 years)
Fidelity Charitable
2018 - 2019 (1 year)
Grayson Murray Golf LLC
2017 - 2018 (1 year)
Fidelity Charitable
2016 - 2017 (1 year)
Kustom Koozies
2016 - 2016 (1 year)
Capital Area Soccer League
2008 - 2019 (11 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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