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Advisor at STRATEGIC ADVISERS LLC
INDIANAPOLIS, IN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC | National bd RIA | Mar 31, 2025 | n/a | yes | INDIANAPOLIS, IN | Current employment |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jul 13, 2018 | Mar 31, 2025 | no | BOSTON, MA|INDIANAPOLIS, IN | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Sep 12, 2012 | Jul 13, 2018 | no | WEST LAFAYETTE, IN | Previous registration |
| CHASE INVESTMENT SERVICES CORP. | Former SEC adviser | May 16, 2008 | Dec 6, 2010 | no | INDIANAPOLIS, IN|INDIANAPOLIS, IN|INDIANAPOLIS, IN | Previous registration |
| MORGAN STANLEY & CO. LLC | n/a | Apr 2, 2007 | May 12, 2008 | no | INDIANAPOLIS, IN | Previous registration |
| MORGAN STANLEY DW INC. | n/a | Jul 20, 2006 | Apr 2, 2007 | no | INDIANAPOLIS, IN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | STRATEGIC ADVISERS LLC | Mar 31, 2025 | Mar 31, 2025 | 0 | Bulk transfer | Ibd to ibd |
| STRATEGIC ADVISERS LLC | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Jul 13, 2018 | Jul 13, 2018 | 0 | Bulk transfer | Ibd to new firm |
| CHASE INVESTMENT SERVICES CORP. | STRATEGIC ADVISERS LLC | Dec 6, 2010 | Sep 12, 2012 | 646 | Firm change after gap | Other |
| MORGAN STANLEY & CO. LLC | CHASE INVESTMENT SERVICES CORP. | May 12, 2008 | May 16, 2008 | 4 | Firm change | Other |
| MORGAN STANLEY DW INC. | MORGAN STANLEY & CO. LLC | Apr 2, 2007 | Apr 2, 2007 | 0 | Bulk transfer | Other |