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John Mac Cassady

Strategic Advisers LLC

Westfield, 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 2026-08-31
TX RA APPROVED 2026-08-31
  • IN RA
    APPROVED
    Since 2026-08-31
  • TX RA
    APPROVED
    Since 2026-08-31

Branch Locations

Westfield, 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
Old Dominion University Norfolk VA 08/2020 08/2024
Lake Braddock Secondary School Burke VA 09/2015 06/2020
Mens Warehouse Indianapolis IN 08/2024 11/2024
Unemployed Burke VA 06/2020 08/2020
Northwestern Mutual Life Insurance Company Milwaukee WI 08/2024 07/2025
Northwestern Mutual Investment Services Llc Carmel IN 09/2024 07/2025
Northwestern Mutual Wealth Management Company Milwaukee WI 02/2025 07/2025
Fidelity Investments Indianapolis IN 11/2025 Present
Unemployed Indianapolis IN 07/2025 11/2025
  • 08/2020 → 08/2024
    Old Dominion University
    Norfolk, VA
  • 09/2015 → 06/2020
    Lake Braddock Secondary School
    Burke, VA
  • 08/2024 → 11/2024
    Mens Warehouse
    Indianapolis, IN
  • 06/2020 → 08/2020
    Unemployed
    Burke, VA
  • 08/2024 → 07/2025
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 09/2024 → 07/2025
    Northwestern Mutual Investment Services Llc
    Carmel, IN
  • 02/2025 → 07/2025
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 11/2025 → Present
    Fidelity Investments
    Indianapolis, IN
  • 07/2025 → 11/2025
    Unemployed
    Indianapolis, IN
Other Businesses

OBA-132025|OrgNmn:TikTok Content Creator|Org Addr:Westfield,Indiana,US|OBA Nature:My partner and I create sports|Invst Rel:N|Title:Part time content creator|Duties:Work with Partner to generate ideas for sports content.|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-24
S63 Uniform Securities Agent State Law Examination 2024-11-11
  • S66 Uniform Combined State Law Examination
    2026-08-24
  • S63 Uniform Securities Agent State Law Examination
    2024-11-11
Other Names
  • Jay Cassady
  • John Mac Cassady
  • John Mac Cassady

View on SEC IAPD

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