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Cole Butler

Strategic Advisers LLC

Dunwoody, GA

Atlanta, GA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-08
GA RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-01-08
  • GA RA
    APPROVED
    Since 2025-03-31

Branch Locations

127 Perimeter Center West, Dunwoody, GA 30346-1223 • United States

Atlanta, GA • 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 05/2021 07/2022
Dayton Freight Greenwood IN 05/2020 10/2020
Century 21 Scheetz Indianapolis IN 05/2020 08/2020
Woodstock Country Club Indianapolis IN 08/2019 12/2019
Sugar Valley Canoes Marshall IN 03/2016 09/2018
Tmc Transportation Brownsburg IN 05/2019 08/2019
Parke County Youth Baseball League Rockville IN 05/2011 08/2016
Unemployed Rockville IN 09/2018 05/2019
Unemployed Indianapolis IN 12/2019 05/2020
Unemployed Indianapolis IN 10/2020 05/2021
Fidelity Investments Indianapolis IN 08/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2021 → 07/2022
    Charles Schwab & Co., Inc.
    Indianapolis, IN
  • 05/2020 → 10/2020
    Dayton Freight
    Greenwood, IN
  • 05/2020 → 08/2020
    Century 21 Scheetz
    Indianapolis, IN
  • 08/2019 → 12/2019
    Woodstock Country Club
    Indianapolis, IN
  • 03/2016 → 09/2018
    Sugar Valley Canoes
    Marshall, IN
  • 05/2019 → 08/2019
    Tmc Transportation
    Brownsburg, IN
  • 05/2011 → 08/2016
    Parke County Youth Baseball League
    Rockville, IN
  • 09/2018 → 05/2019
    Unemployed
    Rockville, IN
  • 12/2019 → 05/2020
    Unemployed
    Indianapolis, IN
  • 10/2020 → 05/2021
    Unemployed
    Indianapolis, IN
  • 08/2022 → Present
    Fidelity Investments
    Indianapolis, IN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-10-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Carmel, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-01
S63 Uniform Securities Agent State Law Examination 2022-01-14
  • S66 Uniform Combined State Law Examination
    2023-09-01
  • S63 Uniform Securities Agent State Law Examination
    2022-01-14
Other Names
  • Cole Evan Butler

View on SEC IAPD

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JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC
TIMBERLAND INVESTMENT RESOURCES, LLC
COMPASS WEALTH MANAGEMENT, LLC
LIDO

Other Investors

ISAAC RAY WHITMORE
JOSHUA MENTLE
JASON MICHAEL JANSEN
RICARDO GUTIERREZ
GEORGE R SUCHIT
BRENT WALKER
TYLER LEGAULT
JAKE DANIEL CUSSON

Other Offices

NEWEDGE ADVISORS · Atlanta, GA
HWM WEALTH MANAGEMENT LLC · ATLANTA, GA
GALLAGHER FIDUCIARY ADVISORS, LLC · Atlanta, GA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Atlanta, GA
JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC · Atlanta, GA
TIMBERLAND INVESTMENT RESOURCES, LLC · ATLANTA, GA
COMPASS WEALTH MANAGEMENT, LLC · ATLANTA, GA
LIDO · Atlanta, GA

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