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Austin Jacob Schwartz

Strategic Advisers LLC

Boston, MA

Merrimack, NH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2026-04-21
MA RA APPROVED 2025-03-31
RI RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NH RA
    APPROVED
    Since 2026-04-21
  • MA RA
    APPROVED
    Since 2025-03-31
  • RI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Boston, MA • United States

Two Contra Way, Merrimack, NH 03054-4334 • 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
Fidelity Investments Merrimack NH 12/2020 Present
Merrimack College North Andover MA 09/2016 05/2020
Guaranteeyourkickstoday Mansfield MA 01/2013 01/2017
Pro's Car Care Complex Mansfield MA 05/2018 08/2018
Joel H. Schwartz P.C Boston MA 05/2018 08/2018
B7 Properties Llc Bristol RI 05/2019 10/2019
Unemployed Mansfield MA 05/2020 12/2020
Fidelity Investments Boston MA 03/2025 Present
  • 12/2020 → Present
    Fidelity Investments
    Merrimack, NH
  • 09/2016 → 05/2020
    Merrimack College
    North Andover, MA
  • 01/2013 → 01/2017
    Guaranteeyourkickstoday
    Mansfield, MA
  • 05/2018 → 08/2018
    Pro's Car Care Complex
    Mansfield, MA
  • 05/2018 → 08/2018
    Joel H. Schwartz P.C
    Boston, MA
  • 05/2019 → 10/2019
    B7 Properties Llc
    Bristol, RI
  • 05/2020 → 12/2020
    Unemployed
    Mansfield, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-12-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-10
S63 Uniform Securities Agent State Law Examination 2021-04-09
  • S66 Uniform Combined State Law Examination
    2021-12-10
  • S63 Uniform Securities Agent State Law Examination
    2021-04-09
Other Names
  • Austin Jacob Schwartz
  • Austin Schwartz

View on SEC IAPD

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