Austin Roberts

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

• 01/2017 → 04/2021
  Wells Fargo Bank, Na
  Tampa, FL
• 04/2019 → 04/2021
  Wells Fargo Clearing Services, Llc
  Tampa, FL
• 01/2011 → 12/2016
  Treasure Lanes
  Port Charlotte, FL
• 08/2015 → 12/2018
  University Of South Florida
  Tampa, FL
• 04/2021 → Present
  Fidelity Investments
  Tampa, FL
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-06-14 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Jacksonville, FL
• 2021-03-11 → 2021-04-07
  Wells Fargo Clearing Services, Llc
  Tampa, FL
  Tampa, FL
  Tampa, FL

Other Businesses

OBA-130270|OrgNmn:Tampa EV Rentals LLC|Org Addr:Lutz,Florida,US|OBA Nature:Car rental business|Invst Rel:N|Title:Sole Proprietor|Duties:Owner, manager|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2021-03-10
• S63 Uniform Securities Agent State Law Examination
  2019-09-16

Other Names

• Austin Roberts
• Austin Hunter Roberts