Brad Smith Email & Phone Number

Operations Manager @ Strata Wealth Advisors, LLC

5 free lookup(s).

Brad Smith Location

Texas, United States

Brad Smith Work

2026 - now Operations Manager @ Strata Wealth Advisors, LLC
2023 - 2026 Brokerage Operations Analyst, Series 9 and 10 @ Fidelity Investments
2022 - 2023 Help Desk, Client Service 9 and 10 @ Fidelity Investments

2022 - 2022 Retirement Specialist @ Fidelity Investments
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2021 - 2022 Customer Relationship Advocate @ Fidelity Investments
2020 - 2020 Sales Lead @ Monnit Corporation
View Department
2018 - 2019 Customer Service Lead and Sales @ Monnit Corporation
2016 - 2017 Customer Service Representative @ Monnit Corporation
2015 - 2016 Business Customer Service Representative @ FirstDigital Telecom

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Brad Smith Education

Southern Utah University
Bachelor of Applied Science - BASc (Management)
2020

Brad Smith Summary

Brad Smith, based in Texas, United States, is currently a Operations Manager at Strata Wealth Advisors, LLC. Brad Smith brings experience from previous roles at Fidelity Investments. Brad Smith holds a Bachelor of Applied Science - BASc in Management @ Southern Utah University. Brad Smith has 2 emails and 1 mobile phone numbers on RocketReach.

Brad Smith Emails

Found 2 emails

Brad Smith Phone Numbers

Found 2 phone numbers

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Brad Smith

Founder at AutomationLinks

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- +1 727-222-XXXX
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Brad Smith

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- +1 704-332-XXXX
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Brad Smith

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Louisville, KY, US
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- ymcalouisville.org
- cbh.com
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- +1 919-782-XXXX
- +1 502-636-XXXX
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- +1 203-645-XXXX
Brad Smith

Founder and CEO at Codeless Interactive, LLC

Lihue, HI, US
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- +1 206-971-XXXX
- +1 808-346-XXXX
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- +1 704-726-XXXX
Brad Smith

Founder and CEO at Rootstock Philanthropy

Portland, ME, US
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- gmail.com
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- philanthropy.network
5+
- +1 617-258-XXXX
- +1 207-829-XXXX
- +1 503-591-XXXX
- +1 617-595-XXXX
- +1 703-408-XXXX
- +1 207-731-XXXX
Brad Smith

President at Marshall University

Huntington, WV, US
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- +1 304-344-XXXX

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Top Strata Wealth Advisors, LLC Employees

Dusty Wallace

President and Director of Financial Planning at Strata Wealth Advisors, LLC

Dallas, TX, US
2
- stratawealth.com
- gmail.com
3
- +1 972-863-XXXX
- +1 972-854-XXXX
- +1 214-418-XXXX
Brandon Cumba

Wealth Advisor and Director of Advisory Services at Strata Wealth Advisors, LLC

Dallas, TX, US
4
- stratawealth.com
- yahoo.com
- hotmail.com
- aol.com
5+
- +1 501-673-XXXX
- +1 214-420-XXXX
- +1 972-932-XXXX
- +1 972-878-XXXX
- +1 214-842-XXXX
- +1 501-416-XXXX
Abbey Caldwell

Financial Planner at Strata Wealth Advisors, LLC

Dallas, TX, US
3
- stratawealth.com
- gmail.com
- exencialwealth.com
3
- +1 469-531-XXXX
- +1 972-527-XXXX
- +1 832-407-XXXX
Benjamin P.

Associate Financial Planner at Strata Wealth Advisors, LLC

Sunnyvale, TX, US
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Amanda Sasko

Financial Planner at Strata Wealth Advisors, LLC

Texas, United States
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- gmail.com
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- +1 817-876-XXXX
Jodi Barse

Senior Client Service Associate at Strata Wealth Advisors, LLC

Dallas, TX, US
2
- stratawealth.com
- gmail.com
Brad Smith

Operations Manager at Strata Wealth Advisors, LLC

Texas, United States
2
- hotmail.com
- stratawealth.com
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- +1 435-830-XXXX
- +1 832-257-XXXX

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