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Jake Austro

Strategic Advisers LLC

Albany, NY

Stillwater, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

59 Wolf Rd, Albany, NY 12205-2612 • United States

Stillwater, NY • 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
Fidelity Investments Albany NY 03/2023 Present
Bank Of America Troy NY 02/2022 03/2023
Unemployed Albany NY 11/2021 02/2022
Lowe'S Albany NY 11/2021 11/2021
Ollie'S Bargain Outlet Albany NY 11/2019 06/2020
Hoffman Carwash & Jiffy Lube Clifton Park NY 02/2016 11/2019
Burnt Hills Ballston Lake High School Burnt Hills NY 09/2013 06/2017
University At Albany Suny Albany NY 08/2017 08/2021
Fidelity Investments Boston MA 03/2025 Present
  • 03/2023 → Present
    Fidelity Investments
    Albany, NY
  • 02/2022 → 03/2023
    Bank Of America
    Troy, NY
  • 11/2021 → 02/2022
    Unemployed
    Albany, NY
  • 11/2021 → 11/2021
    Lowe'S
    Albany, NY
  • 11/2019 → 06/2020
    Ollie'S Bargain Outlet
    Albany, NY
  • 02/2016 → 11/2019
    Hoffman Carwash & Jiffy Lube
    Clifton Park, NY
  • 09/2013 → 06/2017
    Burnt Hills Ballston Lake High School
    Burnt Hills, NY
  • 08/2017 → 08/2021
    University At Albany Suny
    Albany, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-10-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Albany, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-19
S63 Uniform Securities Agent State Law Examination 2023-08-03
  • S65 Uniform Investment Adviser Law Examination
    2023-10-19
  • S63 Uniform Securities Agent State Law Examination
    2023-08-03
Designations
Other Names
  • Jacob Michael Austro
  • Jacob Austro
  • Jake Michael Austro

View on SEC IAPD

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THE AFFINITY GROUP, LLC
WELLS FARGO CLEARING SERVICES, LLC

Other Investors

DANIEL DOUGLAS BAUER
BRETT PHILIP HARRIS
DOUGLAS JAMES BAUER
MICHAEL STEPHEN SHAPIRO
STEPHEN MARK PEER
RICHARD JEFFERY ANTHONY
GEORGE NICHOLAS BROWN
JOHN COLE BUFF

Other Offices

ALLSQUARE WEALTH MANAGEMENT, LLC · ALBANY, NY
CETERA INVESTMENT ADVISERS LLC · ALBANY, NY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Albany, NY
MPWM ADVISORY SOLUTIONS LLC · ALBANY, NY
CITIZENS SECURITIES, INC. · ALBANY, NY
LPL FINANCIAL LLC · ALBANY, NY
THE AFFINITY GROUP, LLC · ALBANY, NY
WELLS FARGO CLEARING SERVICES, LLC · ALBANY, NY

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