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Austin Payne

Strategic Advisers LLC

Newnan, GA

CRD 7389151

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • GA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Newnan, GA • 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
The Vanguard Group, Inc. Charlotte NC 06/2021 12/2021
University Of West Georgia Carrollton GA 08/2018 05/2021
West Georgia Technical College Carrollton GA 08/2016 12/2018
Secure Self Storage Franklin GA 07/2014 12/2019
Fidelity Investments Jacksonville FL 12/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2021 → 12/2021
    The Vanguard Group, Inc.
    Charlotte, NC
  • 08/2018 → 05/2021
    University Of West Georgia
    Carrollton, GA
  • 08/2016 → 12/2018
    West Georgia Technical College
    Carrollton, GA
  • 07/2014 → 12/2019
    Secure Self Storage
    Franklin, GA
  • 12/2021 → Present
    Fidelity Investments
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-02-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-25
S63 Uniform Securities Agent State Law Examination 2021-01-31
  • S65 Uniform Investment Adviser Law Examination
    2021-04-25
  • S63 Uniform Securities Agent State Law Examination
    2021-01-31
Other Names
  • Austin Coyle Payne

View on SEC IAPD

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