Austin Stege
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Strategic Advisers LLCMar 2026 to now
- Fidelity Brokerage Services LLCMar 2026 to now
- Fidelity InvestmentsJun 2024 to now
- Charles Schwab & Co, IncFeb 2023 to Jun 2024
- UnemployedAug 2022 to Feb 2023
- Robinhood Markets, IncJun 2022 to Aug 2022
- Robinhood Financial, LLCFeb 2022 to Aug 2022
- Imo's PizzaAug 2021 to Sep 2021
- DisysApr 2021 to Feb 2022
- Wells Fargo Clearing ServicesApr 2021 to Feb 2022
- Supplement SuperstoresFeb 2020 to Apr 2021
- UnemployedDec 2019 to Feb 2020
- The Local HouseSep 2019 to Dec 2019
- Bank of America, N.A.Jan 2019 to Sep 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 2019 to Sep 2019
- UnemployedNov 2018 to Jan 2019
- Coley's American BistroAug 2018 to Nov 2018
- Bank of AmericaJun 2018 to Aug 2018
- UnemployedApr 2018 to Jun 2018
- On the RocksJan 2018 to Apr 2018
- Broadway Hilton HotelAug 2016 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7059160
- Firm CRD
- 104555