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John Mills

Strategic Advisers LLC

Westfield, IN

Indianapolis, 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_RES 2026-01-13
IN RA APPROVED 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2026-01-13
  • IN RA
    APPROVED
    Since 2025-03-31

Branch Locations

Westfield, 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
Charles Schwab & Co., Inc. Indianapolis IN 07/2017 04/2019
Purdue University West Lafayette IN 08/2016 05/2017
Purdue University West Lafayette IN 08/2013 05/2017
Charles Schwab & Co., Inc./Charles Schwab Bank Middleton WI 04/2019 02/2021
Schwab Private Client Investment Advisory Indianapolis IN 02/2021 08/2022
Fidelity Investments Indianapolis IN 08/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2017 → 04/2019
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 08/2016 → 05/2017
    Purdue University
    West Lafayette, IN
  • 08/2013 → 05/2017
    Purdue University
    West Lafayette, IN
  • 04/2019 → 02/2021
    Charles Schwab & Co., Inc./Charles Schwab Bank
    Middleton, WI
  • 02/2021 → 08/2022
    Schwab Private Client Investment Advisory
    Indianapolis, IN
  • 08/2022 → Present
    Fidelity Investments
    Indianapolis, IN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-09-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Indianapolis, IN
  • 2021-02-18 → 2022-09-14
    Schwab Wealth Advisory, Inc.
    Indianapolis, IN
    San Francisco, CA
  • 2017-12-12 → 2021-02-18
    Charles Schwab & Co., Inc.
    Indianapolis, IN
    Middleton, WI
    Brookfield, WI
    Indianapolis, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-11
  • S66 Uniform Combined State Law Examination
    2017-12-11
Other Names
  • John Coty Mills
  • John C Mills
  • John C Mills
  • John Mills

View on SEC IAPD

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