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Katherine Squadroni

Strategic Advisers LLC

Carmel, IN

Fishers, IN

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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

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

Fishers, IN • 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
Mass Mutual Life Insurance Company Indianapolis IN 12/2019 11/2021
Mml Investors Services, Llc Indianapolis IN 05/2020 11/2021
Ascension Indianapolis IN 08/2019 01/2020
Unemployed Fishers IN 05/2019 08/2019
Indiana University Health Indianapolis IN 03/2008 05/2019
Fidelity Investments Indianapolis IN 11/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2019 → 11/2021
    Mass Mutual Life Insurance Company
    Indianapolis, IN
  • 05/2020 → 11/2021
    Mml Investors Services, Llc
    Indianapolis, IN
  • 08/2019 → 01/2020
    Ascension
    Indianapolis, IN
  • 05/2019 → 08/2019
    Unemployed
    Fishers, IN
  • 03/2008 → 05/2019
    Indiana University Health
    Indianapolis, IN
  • 11/2021 → Present
    Fidelity Investments
    Indianapolis, IN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-02-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Indianapolis, IN
  • 2021-03-19 → 2021-12-08
    Mml Investors Services, Llc
    Indianapolis, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-05
S63 Uniform Securities Agent State Law Examination 2020-06-08
  • S65 Uniform Investment Adviser Law Examination
    2021-03-05
  • S63 Uniform Securities Agent State Law Examination
    2020-06-08
Other Names
  • Katherine Squadroni
  • Katherine Sue Squadroni
  • Katherine Cain

View on SEC IAPD

Other Firms

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ONEAMERICA SECURITIES, INC.
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
WILLIAMSON LEGACY GROUP, LLC

Other Investors

ADAM TREVOR BUNDAY
GARY MICHAEL BRIDWELL
DAKOTA A BUNDAY
CHRISTOPHER JOHN ROUTT
DAVID STEWART LANE WEIR
CATHERINE HARSTICK
BRYAN DAVID KLEMM
TODD ALAN BIEBERICH

Other Offices

VALIC FINANCIAL ADVISORS, INC. · CARMEL, IN
OPPENHEIMER ASSET MANAGEMENT · CARMEL, IN
ONEAMERICA SECURITIES, INC. · CARMEL, IN
LPL FINANCIAL LLC · CARMEL, IN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Carmel, IN
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · CARMEL, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Carmel, IN
WILLIAMSON LEGACY GROUP, LLC · Carmel, IN

More in Carmel, IN

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