Austin L. Wiser

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

• 11/2010 → 03/2018
  Liberty Mutual Insurance
  Sandy, UT
• 03/2018 → 03/2019
  Unemployed
  Salt Lake City, UT
• 03/2019 → Present
  Fidelity Brokerage Services, Llc
  Salt Lake City, UT
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2019-07-17 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT
  Henderson, NV

Exams

• S66 Uniform Combined State Law Examination
  2019-06-27

Other Names

• Austin Lance Wiser
• Austin Wiser