Austin Williams
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCFeb 2026 to now
- Fidelity InvestmentsOct 2025 to now
- UnemployedDec 2024 to Sep 2025
- Self EmployedOct 2022 to Dec 2024
- Mutual of Omaha MortgageMar 2021 to Oct 2022
- 21st MortgageOct 2020 to Mar 2021
- UnemployedApr 2020 to Oct 2020
- Lincoln Memorial UniversityJul 2018 to May 2020
- K-vat Food StoresOct 2017 to Apr 2020
- Mountain EmpireJun 2017 to Jul 2018
- Thomas WalkerAug 2013 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8183455
- Firm CRD
- 104555