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Brielle Patricia Forler

Strategic Advisers LLC

Carmel, IN

Noblesville, IN

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

Branch Locations

14405 Clay Terrace Blvd Suite 150, Carmel, IN 46032-3612 • 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
Unemployed N/A IN 07/2018 08/2018
First Federal Savings Bank Evansville IN 05/2017 11/2017
Rural King Evansville IN 02/2017 08/2017
Holiday World & Splashin Safari Santa Claus IN 05/2010 07/2018
Fidelity Investments Carmel IN 06/2024 Present
Kohls Evansville IN 11/2016 01/2017
Democracy Federal Credit Union Alexandria VA 08/2018 06/2024
Springs Valley Bank & Trust Jasper IN 11/2017 07/2018
Fidelity Investments Boston MA 03/2025 Present
  • 07/2018 → 08/2018
    Unemployed
    N/A, IN
  • 05/2017 → 11/2017
    First Federal Savings Bank
    Evansville, IN
  • 02/2017 → 08/2017
    Rural King
    Evansville, IN
  • 05/2010 → 07/2018
    Holiday World & Splashin Safari
    Santa Claus, IN
  • 06/2024 → Present
    Fidelity Investments
    Carmel, IN
  • 11/2016 → 01/2017
    Kohls
    Evansville, IN
  • 08/2018 → 06/2024
    Democracy Federal Credit Union
    Alexandria, VA
  • 11/2017 → 07/2018
    Springs Valley Bank & Trust
    Jasper, IN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-11-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Carmel, IN
    Carmel, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-01
  • S66 Uniform Combined State Law Examination
    2024-11-01
Other Names
  • Brielle P Forler
  • Brielle Patricia Ward
  • Brielle Patricia Forler

View on SEC IAPD

Other Firms

VALIC FINANCIAL ADVISORS, INC.
OPPENHEIMER ASSET MANAGEMENT
ONEAMERICA SECURITIES, INC.
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

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