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Dayne Ferguson

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
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

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
J.P. Morgan Securities Llc Indianapolis IN 09/2021 04/2024
Jpmorgan Chase Bank, N.A. Indianapolis IN 09/2021 04/2024
South Bend - Elkhart Regional Partnership South Bend IN 07/2019 07/2019
Sei Global Services Inc. Indianapolis IN 07/2021 08/2021
Indiana University Bloomington Bloomington IN 08/2017 05/2021
Unemployed Bristol IN 09/2011 07/2017
Unemployed Indianapolis IN 06/2021 06/2021
Fidelity Investments Indianapolis IN 05/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2021 → 04/2024
    J.P. Morgan Securities Llc
    Indianapolis, IN
  • 09/2021 → 04/2024
    Jpmorgan Chase Bank, N.A.
    Indianapolis, IN
  • 07/2019 → 07/2019
    South Bend - Elkhart Regional Partnership
    South Bend, IN
  • 07/2021 → 08/2021
    Sei Global Services Inc.
    Indianapolis, IN
  • 08/2017 → 05/2021
    Indiana University Bloomington
    Bloomington, IN
  • 09/2011 → 07/2017
    Unemployed
    Bristol, IN
  • 06/2021 → 06/2021
    Unemployed
    Indianapolis, IN
  • 05/2024 → Present
    Fidelity Investments
    Indianapolis, IN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Indianapolis, IN
    Indianapolis, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-27
S63 Uniform Securities Agent State Law Examination 2022-01-04
  • S66 Uniform Combined State Law Examination
    2024-09-27
  • S63 Uniform Securities Agent State Law Examination
    2022-01-04

View on SEC IAPD

Other Firms

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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

More in Carmel, IN

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