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RIA / WealthAdvisordual registered (broker-dealer)34 years in industry

MICHELLE SIMANDLE

Advisor at STRATEGIC ADVISERS LLC

INDIANAPOLIS, IN

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Search this name across graphsid dfx:ria:dc2c5611-1814-908c-afbb-5714afdf9e37

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Mar 5, 2003 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 8, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S66|S63
First exam: Sep 8, 1992
First registration: Mar 5, 2003
Dual registered: yes, broker-dealer
Other names: MICHELLE LYNN HUPP|MICHELLE LYNN SIMANDLE|MICHELLE L CLAYTON|MICHELLE L SIMANDLE|Michelle Simandle
IAPD individual key: 2229048

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

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	Oct 25, 2021	Mar 31, 2025	no	SALT LAKE CITY, UT	Previous registration
THURSTON SPRINGER FINANCIAL	Former SEC adviser	May 1, 2018	Dec 8, 2020	no	INDIANAPOLIS, IN\|INDIANAPOLIS, IN	Previous registration
SANCTUARY ADVISORS, LLC	Bd affiliated wealth	Jan 30, 2017	Oct 6, 2017	no	Indianapolis, IN\|MIAMI, FL	Previous registration
PNC WEALTH MANAGEMENT	Bd affiliated wealth	Jan 22, 2015	Jan 25, 2016	no	CARMEL, IN\|INDIANAPOLIS, IN\|ZIONSVILLE, IN\|FORT WAYNE, IN	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Mar 5, 2003	Nov 12, 2014	no	FISHERS (INDIANAPOLIS), IN\|Indianapolis, IN\|FISHERS (INDIANAPOLIS), IN\|FISHERS (INDIANAPOLIS), IN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

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
THURSTON SPRINGER FINANCIAL	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Dec 8, 2020	Oct 25, 2021	321	Firm change	Ibd to ibd
SANCTUARY ADVISORS, LLC	THURSTON SPRINGER FINANCIAL	Oct 6, 2017	May 1, 2018	207	Firm change	Other
PNC WEALTH MANAGEMENT	SANCTUARY ADVISORS, LLC	Jan 25, 2016	Jan 30, 2017	371	Firm change	Other
CHARLES SCHWAB & CO., INC.	PNC WEALTH MANAGEMENT	Nov 12, 2014	Jan 22, 2015	71	Firm change	Other

Relationships

Registered with (6)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Oct 25, 2021 to Mar 31, 2025factForm ADV
→ THURSTON SPRINGER FINANCIALRegistered adviserregistration: previous registration
May 1, 2018 to Dec 8, 2020factForm ADV
→ SANCTUARY ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 30, 2017 to Oct 6, 2017factForm ADV
→ PNC WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jan 22, 2015 to Jan 25, 2016factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Mar 5, 2003 to Nov 12, 2014factForm ADV

Dated events

No dated event names this entity yet.