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Haley Renee Guthrie

Strategic Advisers LLC

Carmel, 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 2025-11-03
IN RA APPROVED 2025-10-17
  • TX RA
    APPROVED
    Since 2025-11-03
  • IN RA
    APPROVED
    Since 2025-10-17

Branch Locations

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

Indianapolis, 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
Charles Schwab & Co., Inc. Indianapolis IN 08/2019 09/2025
Finance Of America Mortgage Llc Carmel IN 01/2019 03/2019
Weaver Fundraising Carmel IN 04/2019 08/2019
Menards West Lafayette IN 04/2016 06/2019
Menards Avon IN 06/2019 10/2019
American Red Cross West Central Indiana Lafayette IN 08/2017 12/2017
Indianapolis Motor Speedway Indianapolis IN 04/2019 05/2019
Purdue University Office Of Engagement West Lafayette IN 01/2018 08/2018
Purdue University West Lafayette IN 01/2016 08/2017
Purdue University West Lafayette IN 08/2018 12/2018
Fidelity Investments Carmel IN 09/2025 Present
  • 08/2019 → 09/2025
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 01/2019 → 03/2019
    Finance Of America Mortgage Llc
    Carmel, IN
  • 04/2019 → 08/2019
    Weaver Fundraising
    Carmel, IN
  • 04/2016 → 06/2019
    Menards
    West Lafayette, IN
  • 06/2019 → 10/2019
    Menards
    Avon, IN
  • 08/2017 → 12/2017
    American Red Cross West Central Indiana
    Lafayette, IN
  • 04/2019 → 05/2019
    Indianapolis Motor Speedway
    Indianapolis, IN
  • 01/2018 → 08/2018
    Purdue University Office Of Engagement
    West Lafayette, IN
  • 01/2016 → 08/2017
    Purdue University
    West Lafayette, IN
  • 08/2018 → 12/2018
    Purdue University
    West Lafayette, IN
  • 09/2025 → Present
    Fidelity Investments
    Carmel, IN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-10
S63 Uniform Securities Agent State Law Examination 2020-12-04
  • S66 Uniform Combined State Law Examination
    2024-05-10
  • S63 Uniform Securities Agent State Law Examination
    2020-12-04
Other Names
  • Haley R Guthrie

View on SEC IAPD

Other Firms

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OPPENHEIMER ASSET MANAGEMENT
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

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