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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • IN RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Indianapolis, IN • United States

8480 Keystone Crossing, Indianapolis, IN 46240-2437 • 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
Fidelity Brokerage Services Llc Covington KY 06/2012 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2012 → Present
    Fidelity Brokerage Services Llc
    Covington, KY
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Indianapolis, IN
    Indianapolis, IN
  • 2015-04-23 → 2018-07-13
    Indianapolis, IN
Other Businesses

OBA-128891|OrgNmn:Steinmeier Farms Neighborhood Security Chair|Org Addr:Indianapol,Indiana,US|OBA Nature:It is a position on the neighb|Invst Rel:N|Title:Neighborhood Crime Watch Chair|Duties:Organize neighborhood "blocks" and meet twice/year in order to maintain active status within the city of Indianapolis' Crime Watch program. Ke|StrtDt:04-07-26|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2012-09-12
  • S63 Uniform Securities Agent State Law Examination
    2012-09-12
Designations
Other Names
  • Kevin David Rusie

View on SEC IAPD

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