Best Investors Account Sign in

Deshawn Price

Strategic Advisers LLC

Mccordsville, IN

Carmel, IN

CRD 7265496

Claim This Profile
Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-05-02
TX RA APPROVED 2025-05-02
  • IN RA
    APPROVED
    Since 2025-05-02
  • TX RA
    APPROVED
    Since 2025-05-02

Branch Locations

Mccordsville, 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 & Co., Inc. Indianapolis IN 06/2020 06/2021
Boys & Girls Club Terre Haute IN 08/2017 03/2019
Ruby Tuesday Terre Haute IN 04/2018 03/2019
Gnc Terre Haute IN 03/2019 05/2020
Red Lobster Terre Haute IN 08/2016 04/2018
Amazon.cOm Llc Whitestown IN 04/2014 07/2018
Royal United Mortagae Indianapolis IN 06/2021 09/2021
Fidelity Investments Indianapolis IN 09/2021 Present
  • 06/2020 → 06/2021
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 08/2017 → 03/2019
    Boys & Girls Club
    Terre Haute, IN
  • 04/2018 → 03/2019
    Ruby Tuesday
    Terre Haute, IN
  • 03/2019 → 05/2020
    Gnc
    Terre Haute, IN
  • 08/2016 → 04/2018
    Red Lobster
    Terre Haute, IN
  • 04/2014 → 07/2018
    Amazon.cOm Llc
    Whitestown, IN
  • 06/2021 → 09/2021
    Royal United Mortagae
    Indianapolis, IN
  • 09/2021 → Present
    Fidelity Investments
    Indianapolis, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-21
S63 Uniform Securities Agent State Law Examination 2021-11-17
  • S66 Uniform Combined State Law Examination
    2023-07-21
  • S63 Uniform Securities Agent State Law Examination
    2021-11-17
Other Names
  • Deshawn I Price
  • Deshawn Price

View on SEC IAPD

More in Mccordsville, IN

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor