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Austin Jacob Healy

Strategic Advisers LLC

Greenwood Village, CO

Edgewater, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Edgewater, CO • 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
The Vanguard Group, Inc. Scottsdale AZ 03/2018 04/2019
Branding Iron Liquors Laporte CO 08/2016 12/2016
Allstate Financial Services, Llc Parker CO 06/2017 10/2017
Unemployed Fort Collins CO 12/2017 03/2018
Colorado State University Fort Collins CO 08/2013 12/2017
Fidelity Brokerage Services, Llc Greenwood Village CO 06/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2018 → 04/2019
    The Vanguard Group, Inc.
    Scottsdale, AZ
  • 08/2016 → 12/2016
    Branding Iron Liquors
    Laporte, CO
  • 06/2017 → 10/2017
    Allstate Financial Services, Llc
    Parker, CO
  • 12/2017 → 03/2018
    Unemployed
    Fort Collins, CO
  • 08/2013 → 12/2017
    Colorado State University
    Fort Collins, CO
  • 06/2019 → Present
    Fidelity Brokerage Services, Llc
    Greenwood Village, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-08-20 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
Other Businesses

OBA-117305|OrgNmn:Home Owners Association|Org Addr:Edgewater,Colorado,US|OBA Nature:Elected to serve as President |Invst Rel:N|Title:President|Duties:I would be responsible for organizing and hosting a monthly HOA meeting and collecting votes for any rules or regulations the HOA chooses to e|StrtDt:02-18-26|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-08-03
S63 Uniform Securities Agent State Law Examination 2018-05-07
  • S66 Uniform Combined State Law Examination
    2019-08-03
  • S63 Uniform Securities Agent State Law Examination
    2018-05-07
Other Names
  • Austin Healy

View on SEC IAPD

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Other Investors

BRENNAN PAUL PATE
JOHN MICHAEL DODDS
Natalie Ford
DEANNA LEE MEYER
BRENT Allan LEE
Dean Edward Norsworthy
ANDREW T DODDS
DENNIS EDWARD MARSHALL

Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

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