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Terrance M. Bogan

Strategic Advisers LLC

Indianapolis, IN

Carmel, IN

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-15
IN RA APPROVED 2025-11-19
  • TX RA
    APPROVED
    Since 2025-12-15
  • IN RA
    APPROVED
    Since 2025-11-19

Branch Locations

Indianapolis, IN • United States

14405 Clay Terrace Blvd Suite 150, Carmel, IN 46032-3612 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Charles Schwab Indianapolis IN 03/2011 10/2019
J.P. Morgan Securities Llc Indianapolis IN 08/2022 11/2025
Jpmorgan Chase Bank, N.A. Indianapolis IN 08/2022 11/2025
Charles Schwab & Co.,Inc Indianapolis IN 03/2011 10/2019
Bank Of America/Merrill Lynch Indianapolis IN 10/2019 07/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated Indianapolis IN 10/2019 07/2022
Fidelity Investments Carmel IN 11/2025 Present
  • 03/2011 → 10/2019
    Charles Schwab
    Indianapolis, IN
  • 08/2022 → 11/2025
    J.P. Morgan Securities Llc
    Indianapolis, IN
  • 08/2022 → 11/2025
    Jpmorgan Chase Bank, N.A.
    Indianapolis, IN
  • 03/2011 → 10/2019
    Charles Schwab & Co.,Inc
    Indianapolis, IN
  • 10/2019 → 07/2022
    Bank Of America/Merrill Lynch
    Indianapolis, IN
  • 10/2019 → 07/2022
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Indianapolis, IN
  • 11/2025 → Present
    Fidelity Investments
    Carmel, IN
Previous Registrations
  • 2022-08-09 → 2025-11-03
    J.P. Morgan Securities Llc
    Indianapolis, IN
    Shelbyville, IN
    Fishers, IN
    Indianapolis, IN
    Greenwood, IN
    Westfield, IN
    Noblesville, IN
    Indianapolis, IN
    Indianapolis, IN
    Fishers, IN
    Noblesville, IN
    Greenfield, IN
    Indianapolis, IN
    Indianapolis, IN
    Beech Grove, IN
    Indianapolis, IN
    Indianapolis, IN
    Franklin, IN
    Fishers, IN
    Indianapolis, IN
    Indianapolis, IN
    Greenwood, IN
    Indianapolis, IN
    Indianapolis, IN
    Indianapolis, IN
    Indianapolis, IN
    Indianapolis, IN
    Carmel, IN
    Noblesville, IN
    Noblesville, IN
    Indianapolis, IN
    Fishers, IN
    Indianapolis, IN
    Indianapolis, IN
  • 2020-06-01 → 2022-08-01
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Albany, NY
    Charlotte, NC
    Indianapolis, IN
    Boston, MA
    Atlanta, GA
    Farmington Hills, MI
    Indianapolis, IN
    Indianapolis, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-05-29
S63 Uniform Securities Agent State Law Examination 2012-06-15
  • S65 Uniform Investment Adviser Law Examination
    2020-05-29
  • S63 Uniform Securities Agent State Law Examination
    2012-06-15
Other Names
  • Terrance M Bogan
  • Terrance Bogan
  • Terrance Michael Bogan
  • Terrance M. Bogan

View on SEC IAPD

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