Best Investors Account Sign in

Aubree Reed

Strategic Advisers LLC

Indianapolis, IN

Noblesville, IN

Claim This Profile
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

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

Noblesville, 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
Pace Indy Indianapolis IN 01/2021 05/2021
Taghleef Industries Rosedale IN 06/2019 08/2019
In Bloom Childcare Terre Haute IN 02/2018 04/2021
Baskin Robbins Terre Haute IN 09/2017 02/2018
Candlewood Suites Terre Haute IN 02/2018 07/2022
Charles Schwab & Co., Inc. Indianapolis IN 06/2021 08/2021
Charles Schwab & Co., Inc. Indianapolis IN 07/2022 02/2023
Student Terre Haute IN 09/2012 05/2022
Fidelity Investments Indianapolis IN 02/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2021 → 05/2021
    Pace Indy
    Indianapolis, IN
  • 06/2019 → 08/2019
    Taghleef Industries
    Rosedale, IN
  • 02/2018 → 04/2021
    In Bloom Childcare
    Terre Haute, IN
  • 09/2017 → 02/2018
    Baskin Robbins
    Terre Haute, IN
  • 02/2018 → 07/2022
    Candlewood Suites
    Terre Haute, IN
  • 06/2021 → 08/2021
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 07/2022 → 02/2023
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 09/2012 → 05/2022
    Student
    Terre Haute, IN
  • 02/2023 → Present
    Fidelity Investments
    Indianapolis, IN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-23 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Indianapolis, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-17
S63 Uniform Securities Agent State Law Examination 2022-10-31
  • S66 Uniform Combined State Law Examination
    2023-05-17
  • S63 Uniform Securities Agent State Law Examination
    2022-10-31
Other Names
  • Aubree James
  • Aubree Jane James

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