Elizabeth Schafer Austin

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 06/2018
  Murray High School
  Murray, UT
• 06/2018 → 03/2019
  Paper Source
  Murray, UT
• 06/2015 → 06/2019
  Elaine's Quilt Block
  Cottonwood Heights, UT
• 02/2018 → 05/2021
  The Parthenon Company
  West Valley City, UT
• 05/2020 → 05/2021
  Ulrich Realtors
  Salt Lake City, UT
• 05/2021 → Present
  Fidelity Investments
  Salt Lake City, UT
• 01/2018 → 01/2019
  Salt Lake Community College
  Salt Lake City, UT
• 01/2020 → 05/2021
  Utah State University
  Salt Lake City, UT

Other Businesses

OBA-59512|OrgNmn:Ulrich Realtors|Org Addr:Salt Lake ,Utah,US|OBA Nature:Real Estate Agent|Invst Rel:Y|Title:Independent Contractor|Duties:Fiduciary duties to current clients, one will close when the new build is complete. |StrtDt:|TotHrs/mon:3|TrdHrs/mon:0|OBA-103343|OrgNmn:Emerald Oak Properties|Org Addr:West Valle,Utah,US|OBA Nature:Residential rental property |Invst Rel:Y|Title:Member/Partner|Duties:Maintain rental property, respond to tenant inquiries|StrtDt:10-17-23|TotHrs/mon:5|TrdHrs/mon:0|

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-10-05

Designations

• Certified Financial Planner

Other Names

• Elizabeth Camille Schafer
• Lucy Schafer
• Elizabeth Schafer
• Elizabeth Camille Austin