Austin D. Hoag
STRATEGIC ADVISERS LLC | Financial Consultant
PRAIRIE VILLAGE, KS
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CRD#: 6856029
Professional summary
Austin D. Hoag, CFP®, who also goes by Austin D Hoag, Austin Hoag, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Prairie Village, Kansas and FIDELITY BROKERAGE SERVICES LLC located in Overland Park, Kansas.
Austin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Austin has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
As your Financial Consultant it is most important to me to build our relationship around trust, transparency and integrity. Together we will then build a financial plan centered around your specific goals and values to achieve the lifestyle you strive for.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Austin D Hoag | Austin Hoag
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
I help work track & field camps off and own throughout the year. They company overseeing the camps is Vault United, LLC. The business is a track and field camp producer and equipment supplier. I personally only work with the camps at max two weeks out of the year. Once and June and once in December. During those times they hold 3-4 day long camps where I help coordinate and coach campers. I began doing this is in the summer of 2012 and help out when I have the time. If I were to work both camps in the year I would only be devoting about 60-80 hours out of the year to this business. The business address is 1012 Massachusetts St, Ste 217 Lawrence, KS.
CRS (Client Relationship Summary) - RIA
Click below to view Austin D. Hoag's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Education
University of Kansas
Bachelor of Science (BS) - Sports Management & Business
2015
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 11200 Nall Avenue, Overland Park, KS 66211-1233RIA
CRD#: 104555
PRAIRIE VILLAGE, KS
Current
September 28, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 11200 Nall Avenue, Overland Park, KS 66211BD
CRD#: 7784
Overland Park, KS
Past
September 30, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
OVERLAND PARK, KS
Past
January 3, 2018 - August 4, 2022
RDA FINANCIAL NETWORK
RIA
CRD#: 147309
Overland Park, KS
Past
November 1, 2017 - August 4, 2022
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
BD
CRD#: 20804
Overland Park, KS
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(9/30/2022)
RR
Arkansas(9/30/2022)
RR
Colorado(9/30/2022)
RR
Florida(9/30/2022)
RR
Iowa(9/30/2022)
RR
Kansas(9/28/2022)
IAR
Kansas(3/31/2025)
RR
Missouri(9/30/2022)
RR
Nebraska(9/30/2022)
RR
New Jersey(10/9/2025)
RR
New Mexico(10/9/2025)
RR
Oklahoma(9/30/2022)
RR
South Dakota(9/30/2022)
IAR
Texas(3/31/2025)
RR
Wisconsin(4/3/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Prairie Village, KSTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
