Best Investors Account Sign in

Connor Dispennett

Strategic Advisers LLC

Indianapolis, IN

Carmel, IN

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-05-26
KY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • IN RA
    APPROVED
    Since 2026-05-26
  • KY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

8480 Keystone Crossing, Indianapolis, IN 46240-2437 • United States

Carmel, 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
Fidelity Investments Louisville KY 10/2021 Present
State Farm Insurance Company Bloomington IN 07/2019 10/2021
Lids Sports Group Lafayette/Bloomington IN 11/2016 05/2019
Collegeworks Student Painting Lafayette IN 05/2019 07/2019
Jet's Pizza Lafayette IN 08/2016 11/2016
Original Frozen Custard Lafayette IN 04/2015 11/2016
Fidelity Investments Boston MA 03/2025 Present
  • 10/2021 → Present
    Fidelity Investments
    Louisville, KY
  • 07/2019 → 10/2021
    State Farm Insurance Company
    Bloomington, IN
  • 11/2016 → 05/2019
    Lids Sports Group
    Lafayette/Bloomington, IN
  • 05/2019 → 07/2019
    Collegeworks Student Painting
    Lafayette, IN
  • 08/2016 → 11/2016
    Jet's Pizza
    Lafayette, IN
  • 04/2015 → 11/2016
    Original Frozen Custard
    Lafayette, IN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-10-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Louisville, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-11
S63 Uniform Securities Agent State Law Examination 2022-05-27
  • S66 Uniform Combined State Law Examination
    2023-09-11
  • S63 Uniform Securities Agent State Law Examination
    2022-05-27

View on SEC IAPD

Other Firms

SANCTUARY ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
NORTHWEST FINANCIAL SERVICES INC
INVESTMENT ADVISORS OF INDIANAPOLIS INC
BAXTER CAPITAL MANAGEMENT INC
CRF FINANCIAL GROUP
NORTHBOUND WEALTH
LPL FINANCIAL LLC

Other Investors

MARTIN WAYNE RICE
Michael REED Myers
BEAU MCCOY BARRETT
MICHAEL H LONGLEY
DAVID B GILMORE
Lucy L Gilmore
AARON JAMES PETTERSEN
HOLLY MARIE WHARTON

Other Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
NORTHWEST FINANCIAL SERVICES INC · INDIANAPOLIS, IN
NORTHWEST FINANCIAL SERVICES INC · Indianapolis, IN
INVESTMENT ADVISORS OF INDIANAPOLIS INC · INDIANAPOLIS, IN
BAXTER CAPITAL MANAGEMENT INC · INDIANAPOLIS, IN

More in Indianapolis, IN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor