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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-04-25
TX RA APPROVED_RES 2025-03-31
  • KY RA
    APPROVED
    Since 2025-04-25
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

500 North Hurstbourne Parkway Suite 450, Louisville, KY 40222-3310 • United States

Prospect, KY • 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
Fidelity Brokerage Services Llc Chicago IL 06/2015 11/2016
Strategic Advisers, Inc. Chicago IL 07/2015 11/2016
Tiaa Chicago IL 11/2016 11/2020
Tiaa-Cref Individual & Institutional Services, Llc Chicago IL 11/2016 10/2022
Fifth Third Bank Crown Point IN 10/2022 05/2023
Fifth Third Securities Crown Point IN 10/2022 05/2023
Fidelity Investments South Bend IN 05/2023 Present
Susan Claywell Chesterton IN 12/2020 10/2022
Fidelity Investments Boston MA 03/2025 Present
  • 06/2015 → 11/2016
    Fidelity Brokerage Services Llc
    Chicago, IL
  • 07/2015 → 11/2016
    Strategic Advisers, Inc.
    Chicago, IL
  • 11/2016 → 11/2020
    Tiaa
    Chicago, IL
  • 11/2016 → 10/2022
    Chicago, IL
  • 10/2022 → 05/2023
    Fifth Third Bank
    Crown Point, IN
  • 10/2022 → 05/2023
    Fifth Third Securities
    Crown Point, IN
  • 05/2023 → Present
    Fidelity Investments
    South Bend, IN
  • 12/2020 → 10/2022
    Susan Claywell
    Chesterton, IN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-07-14 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    South Bend, IN
  • 2022-11-01 → 2023-05-30
    Merrillville, IN
    Highland, IN
    Merrillville, IN
    Crown Point, IN
    Munster, IN
    Hammond, IN
  • 2016-12-08 → 2020-11-13
    Chicago, IL
  • 2015-08-17 → 2016-11-11
    Chicago, IL
  • 2011-01-13 → 2015-07-09
    Harrisdirect Llc
    Arlington, VA
  • 2010-08-24 → 2011-01-10
    B. C. Ziegler And Company
    Milwaukee, WI
    Chicago, IL
  • 2010-01-08 → 2010-08-23
    Td Ameritrade, Inc.
    Oak Brook, IL
  • 2010-01-08 → 2010-08-23
    Td Ameritrade Investment Management, Llc
    Oak Brook, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-12-30
  • S66 Uniform Combined State Law Examination
    2009-12-30
Other Names
  • Susan Marie Martin
  • Susan Marie Claywell
  • Susan Claywell

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