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Austin Michael Knoll

Strategic Advisers LLC

Greenwood Village, CO

Castle Rock, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Castle Rock, CO • 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
U.S. Bank Highlands Ranch CO 05/2016 07/2020
U.S. Bancorp Investments, Inc. Highlands Ranch CO 03/2019 07/2020
Hat Hoarders Littleton CO 01/2018 03/2018
1St Phorm St. Louis MO 04/2020 07/2020
Fidelity Investments Greenwood Village CO 07/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2016 → 07/2020
    U.S. Bank
    Highlands Ranch, CO
  • 03/2019 → 07/2020
    U.S. Bancorp Investments, Inc.
    Highlands Ranch, CO
  • 01/2018 → 03/2018
    Hat Hoarders
    Littleton, CO
  • 04/2020 → 07/2020
    1St Phorm
    St. Louis, MO
  • 07/2020 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-03-22 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
  • 2020-01-14 → 2020-07-23
    U.S. Bancorp Investments, Inc.
    Highlands Ranch, CO
    Lakewood, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-13
S63 Uniform Securities Agent State Law Examination 2019-06-11
  • S66 Uniform Combined State Law Examination
    2020-01-13
  • S63 Uniform Securities Agent State Law Examination
    2019-06-11
Other Names
  • Austin Michael Knoll
  • Austin Knoll

View on SEC IAPD

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DENNIS EDWARD MARSHALL

Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

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