Austin Bunch

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

• 01/2018 → 05/2021
  Charles Schwab & Co., Inc.
  Carmel, IN
• 10/2017 → 12/2017
  First Merchants Bank
  Muncie, IN
• 08/2014 → 05/2017
  Levy Restuarants
  West Lafayette, IN
• 05/2017 → 10/2017
  Unemployed
  Springport, IN
• 11/2019 → 02/2021
  Charles Schwab Bank
  Virginia Beach, VA
• 02/2021 → 05/2021
  Schwab Private Client Investment Advisory, Inc.
  Carmel, IN
• 06/2021 → Present
  Fidelity Investments
  Carmel, IN
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-08-10 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Indianapolis, IN
• 2021-02-18 → 2021-05-25
  Schwab Wealth Advisory, Inc.
  San Francisco, CA
  Carmel, IN
  Indianapolis, IN
• 2019-09-03 → 2021-02-18
  Charles Schwab & Co., Inc.
  Indianapolis, IN
  Carmel, IN
  Indianapolis, IN
  Glen Allen, VA
  Virginia Beach, VA
  Indianapolis, IN

Exams

• S66 Uniform Combined State Law Examination
  2019-09-03
• S63 Uniform Securities Agent State Law Examination
  2019-03-29

Other Names

• Austin M Bunch