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Austin Robert Mangold

Seaside Wealth Management, Inc.

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About Austin Robert Mangold

Austin Mangold is a financial advisor currently registered with Seaside Wealth Management, Inc. in Carlsbad, CA. Austin has a background in fixed insurance and investment advisory, working with clients to achieve their financial goals. His expertise lies in financial planning, investment management and portfolio management for individuals, and pension consulting. Austin has held previous roles with PURSHE KAPLAN STERLING INVESTMENTS in both El Segundo and Albany, NY.

Firm Information

Austin Mangold is currently registered with Seaside Wealth Management, Inc.. Seaside Wealth Management, Inc. is a registered investment advisor located in Carlsbad, California. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. They have approximately $362 million in regulatory assets under management.
Seaside Wealth Management, Inc.

6154 INNOVATION WAY

CARLSBAD, CA 92009

$362.31M

Assets Under Management

1

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Austin Mangold’s Registration & Firm History

CA

05/31/2024 - Present

Seaside Wealth Management, Inc. (CARLSBAD CA)

CA

09/22/2023 - 10/04/2023

PURSHE KAPLAN STERLING INVESTMENTS (El Segundo CA)

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Licenses & Designations

IA

Issued 05/31/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/10/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/21/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 08/16/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Austin Robert Mangold.
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