Austin Martin Peters

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

• 07/2017 → 03/2018
  Terry Reid Hyundai
  Cartersville, GA
• 05/2016 → 08/2017
  University Of Georgia
  Athens, GA
• 11/2017 → 12/2017
  Sagepoint Financial, Inc.
  Sarasota, FL
• 03/2018 → 02/2021
  Edward Jones
  St Louis, MO
• 03/2021 → 04/2021
  Lyft
  Cartersville, GA
• 04/2021 → Present
  Fidelity Investments
  Cartersville, GA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-02-04 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Cartersville, GA
• 2018-05-14 → 2021-02-04
  Edward Jones
  Cartersville, GA
  St Louis, MO
  Calhoun, GA

Exams

• S66 Uniform Combined State Law Examination
  2018-05-10
• S63 Uniform Securities Agent State Law Examination
  2017-10-27