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Bailey Matthys

Strategic Advisers LLC

Indianapolis, IN

Indianapolis, 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 2025-06-18
IN RA APPROVED 2025-06-10
  • TX RA
    APPROVED
    Since 2025-06-18
  • IN RA
    APPROVED
    Since 2025-06-10

Branch Locations

8480 Keystone Crossing, Indianapolis, IN 46240-2437 • 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
Matthys Construction Lm, Llc Westville IN 06/2021 06/2024
Full-Time Education Bloomington IN 08/2016 12/2021
Malibu Grill Bloomington IN 03/2019 07/2019
Prudential Financial Services Valparaiso IN 07/2022 09/2022
Fidelity Investments Indianapolis IN 07/2024 Present
  • 06/2021 → 06/2024
    Matthys Construction Lm, Llc
    Westville, IN
  • 08/2016 → 12/2021
    Full-Time Education
    Bloomington, IN
  • 03/2019 → 07/2019
    Malibu Grill
    Bloomington, IN
  • 07/2022 → 09/2022
    Prudential Financial Services
    Valparaiso, IN
  • 07/2024 → Present
    Fidelity Investments
    Indianapolis, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-06
  • S66 Uniform Combined State Law Examination
    2025-06-06

View on SEC IAPD

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SANCTUARY ADVISORS, LLC · Indianapolis, IN
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NORTHWEST FINANCIAL SERVICES INC · INDIANAPOLIS, IN
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