Austin Gapen
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Austin Gapen? Claim your profile
Contact this firm
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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJul 2021 to now
- Willowbrook FordMay 2020 to Jan 2021
- Busey Investment ServicesJan 2020 to May 2021
- Champaign Country ClubNov 2019 to Mar 2020
- Kams ChampaignAug 2018 to Jan 2021
- AmazonJun 2018 to Aug 2018
- The ClybourneMar 2018 to Aug 2018
- Lifetime FitnessJul 2016 to Aug 2019
- Plainfield East High SchoolAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7220410
- Firm CRD
- 104555