Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Austin? Claim Your ProfileAustin Burt is an investment advisor representative registered with Merrill Lynch, Pierce, Fenner & Smith Inc., located in San Antonio, Texas. Austin is a registered representative in 53 states and has passed Series 7TO, Series 66, and the SIE examinations. Austin has been in the industry since February 2023. Austin works with a variety of client types, including individuals, high-net-worth individuals, corporations, and pension plans. Austin is a founder and CFO of CBA Innovative Solutions, an industrial manufacturing company. Austin has a diverse professional background including experience at Texas A&M University, Boerne Champion High School, Blinn Community College, SanitaryPull, SB Construction Group, and Bank of America.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
04/04/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN ANTONIO TX)
BOTH
Issued 03/31/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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