Austin Matthew Turner

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

• 09/2008 → 09/2021
  Waddell & Reed, Inc
  Shawnee Mission, KS
• 08/2011 → 02/2020
  Ivy Funds Distributor Inc
  Overland Park, KS
• 07/2021 → 06/2022
  Lpl Financial, Llc
  Overland Park, KS
• 06/2022 → Present
  Fidelity Investments
  Overland Park, KS
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-08-10 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Overland Park, KS
• 2021-09-10 → 2022-07-07
  Lpl Financial Llc
  Overland Park, KS
  Fort Mill, SC
  Overland Park, KS
• 2020-02-11 → 2021-09-08
  Waddell & Reed
  Overland Park, KS
  Overland Park, KS

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-05-08
• S63 Uniform Securities Agent State Law Examination
  2016-08-18

Designations

• Certified Financial Planner

Other Names

• Austin Turner
• Austin M Turner
• Austin Matthew Turner
• Matthew A Turner