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Austin D. Hoag

Strategic Advisers LLC

Overland Park, KS

Prairie Village, KS

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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
TX RA APPROVED 2025-03-31
  • KS 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

Prairie Village, KS • 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
Vault United Lawrence KS 08/2012 07/2019
Great American Bank Lawrence KS 04/2016 10/2017
United Planners Financial Services Scottsdale AZ 12/2017 07/2022
Fidelity Investments Overland Park KS 08/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2012 → 07/2019
    Vault United
    Lawrence, KS
  • 04/2016 → 10/2017
    Great American Bank
    Lawrence, KS
  • 12/2017 → 07/2022
    United Planners Financial Services
    Scottsdale, AZ
  • 08/2022 → Present
    Fidelity Investments
    Overland Park, KS
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-09-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Overland Park, KS
  • 2018-01-03 → 2022-08-04
    Rda Financial Network
    Overland Park, KS
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-12-06
  • S66 Uniform Combined State Law Examination
    2017-12-06
Designations
Other Names
  • Austin D Hoag
  • Austin Hoag

View on SEC IAPD

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PCG WEALTH MANAGEMENT · OVERLAND PARK, KS
MARINER ADVISOR NETWORK · OVERLAND PARK, KS
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