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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2025-03-31
MO RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • KS RA
    APPROVED
    Since 2025-03-31
  • MO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

11200 Nall Avenue, Overland Park, KS 66211-1233 • United States

Kansas City, MO • 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
Waddell & Reed, Inc Shawnee Mission KS 09/2008 09/2021
Ivy Funds Distributor Inc Overland Park KS 08/2011 02/2020
Lpl Financial, Llc Overland Park KS 07/2021 06/2022
Fidelity Investments Overland Park KS 06/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 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
    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
    Overland Park, KS
    Fort Mill, SC
    Overland Park, KS
  • 2020-02-11 → 2021-09-08
    Waddell & Reed
    Overland Park, KS
    Overland Park, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-05-08
S63 Uniform Securities Agent State Law Examination 2016-08-18
  • S65 Uniform Investment Adviser Law Examination
    2020-05-08
  • S63 Uniform Securities Agent State Law Examination
    2016-08-18
Designations
Other Names
  • Austin Turner
  • Austin M Turner
  • Austin Matthew Turner
  • Matthew A Turner

View on SEC IAPD

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