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Austin Small

Strategic Advisers LLC

Phoenix, AZ

Chandler, AZ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Phoenix, AZ • United States

7001 West Ray Road Chandler Pavilions, Chandler, AZ 85226-1517 • 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
Ameriprise Financial Services, Llc Las Vegas NV 08/2021 05/2023
University Of Nevada, Las Vegas Las Vegas NV 08/2018 12/2021
Edison High School Huntington Beach CA 08/2014 06/2018
Fidelity Investments Chandler AZ 06/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2021 → 05/2023
    Ameriprise Financial Services, Llc
    Las Vegas, NV
  • 08/2018 → 12/2021
    University Of Nevada, Las Vegas
    Las Vegas, NV
  • 08/2014 → 06/2018
    Edison High School
    Huntington Beach, CA
  • 06/2023 → Present
    Fidelity Investments
    Chandler, AZ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-08
  • S66 Uniform Combined State Law Examination
    2021-10-08
Other Names
  • Austin James Small

View on SEC IAPD

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