Brian Elliott

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-01-13
IN	RA	APPROVED	2025-11-07

TX RA
APPROVED_RES

Since 2026-01-13
IN RA
APPROVED

Since 2025-11-07

Branch Locations

Westfield, 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

Organization	City	State	From	To
Morgan Stanley	Indianapolis	IN	04/2020	11/2023
The Exercise Coach	Carmel	IN	10/2017	04/2020
Indiana University Purdue University Indianapolis	Indianapolis	IN	07/2016	10/2017
Morgan Stanley Private Bank, N.A	New York	NY	10/2020	11/2023
Unemployed	Westfield	IN	11/2023	01/2024
The National Bank Of Indianapolis	Indianapolis	IN	01/2024	09/2025
Fidelity Investments	Carmel	IN	09/2025	Present

04/2020 → 11/2023

Morgan Stanley

Indianapolis, IN
10/2017 → 04/2020

The Exercise Coach

Carmel, IN
07/2016 → 10/2017

Indiana University Purdue University Indianapolis

Indianapolis, IN
10/2020 → 11/2023

Morgan Stanley Private Bank, N.A

New York, NY
11/2023 → 01/2024

Unemployed

Westfield, IN
01/2024 → 09/2025

The National Bank Of Indianapolis

Indianapolis, IN
09/2025 → Present

Fidelity Investments

Carmel, IN

Previous Registrations

2020-10-27 → 2023-09-13

Morgan Stanley

Indianapolis, IN

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2020-10-27

S66 Uniform Combined State Law Examination

2020-10-27

Other Names

Brian Elliott
Brian James Elliott
Brain James Elliott

View on SEC IAPD

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