Carter Mcgill

Strategic Advisers LLC

Indianapolis, IN

Claim This Profile

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
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

Carmel, 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

Organization	City	State	From	To
Student	Cicero	IN	10/2010	05/2019
Indiana Restoration And Cleaning Services	Noblesville	IN	05/2019	05/2020
Charles Schwab And Company	Indianapolis	IN	05/2020	08/2020
Purdue University	West Lafayette	IN	08/2020	06/2021
Fidelity Investments	Indianapolis	IN	06/2021	Present
Fidelity Investments	Boston	MA	03/2025	Present

10/2010 → 05/2019

Student

Cicero, IN
05/2019 → 05/2020

Indiana Restoration And Cleaning Services

Noblesville, IN
05/2020 → 08/2020

Charles Schwab And Company

Indianapolis, IN
08/2020 → 06/2021

Purdue University

West Lafayette, IN
06/2021 → Present

Fidelity Investments

Indianapolis, IN
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-11-03 → 2025-03-31

Fidelity Personal And Workplace Advisors

Indianapolis, IN

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-10-08
S63	Uniform Securities Agent State Law Examination	2021-08-20

S66 Uniform Combined State Law Examination

2021-10-08
S63 Uniform Securities Agent State Law Examination

2021-08-20

Designations

Other Names

Carter Ronald Mcgill

View on SEC IAPD

More in Carmel, IN

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor