Invested Better
Publication of Financial Periodicals Advisors
50,030 Results
Unclaimed
location

THE WOODLANDS, TX

0 Disclosures

ADVISOR BIO

Austin Douglas is an investment advisor representative associated with Captrust. Austin is licensed to provide investment advisory services in Texas. Austin is a registered investment advisor representative with Series 65 license. Austin has been in the financial services industry since 2012.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Hudson Housing Capital LLC

location

NEW YORK, NY

0 Disclosures

ADVISOR BIO

Austin Gerentine is a registered investment advisor representative associated with Hudson Housing Capital LLC. Austin Gerentine has been in the industry since October 2012. Austin Gerentine is registered in New York.

SPECIALIZATIONS

Portfolio Management for Pooled Investment Vehicles
Unclaimed

Blackrock Investment Management, LLC

location

BETHESDA, MD

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Austin Guarino is a registered investment advisor representative. Austin's career in the financial industry began on December 22, 2017. Austin is currently registered with Blackrock Investment Management, LLC and has a total of 1 approved state registrations, 1 approved FINRA registrations and 10 approved SRO registrations. Austin holds the Series 66, Series 7 and SIE licenses. Austin's professional experience includes roles at Millington Securities, Inc. and Wells Fargo Advisors.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Vanguard Advisers, Inc.

location

Malvern, PA

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Austin William Drake is a registered investment advisor representative with Vanguard Advisers, Inc. Austin William Drake is also registered with the states of Pennsylvania and Texas. Austin William Drake has been in the industry since 2021. Austin William Drake has passed the Series 66, Series 7TO, Series 24, and SIE exams. Austin William Drake specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Goldman Sachs & Co. LLC

location

WEST PALM BEACH, FL

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Austin Brewer is a financial advisor with Goldman Sachs & Co. LLC located in West Palm Beach, Florida. Austin has been in the financial services industry since September 4, 2015 and is registered with the Securities and Exchange Commission (SEC) under the firm’s Investment Advisor Representative (IAR) license. Austin is also registered as a broker-dealer with FINRA. Austin holds Series 3, 7, 7TO, 63, and SIE licenses. Austin has a wide range of experience in the financial services industry and is committed to providing clients with the best possible advice and service.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Orion Portfolio Solutions, LLC

location

OMAHA, NE

0 Disclosures

ADVISOR BIO

Austin Robert Johnson is a registered Investment Advisor Representative with Orion Portfolio Solutions, LLC. Austin has been in the financial services industry since 2018 and holds a Series 65 license. Austin is a specialist in providing portfolio management services to individuals, businesses, and pooled investment vehicles. Austin has a strong background in helping clients achieve their financial goals and is committed to providing personalized service.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
PORTFOLIO MANAGEMENT FOR EDUCATIONAL SAVINGS & ABLE PLANS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Corient | CFP ® (Certifications)

location

NEWPORT BEACH, CA

0 Disclosures

ADVISOR BIO

Austin Thomas Allen is a financial advisor currently registered with Corient. Austin holds a Certified Financial Planner designation and has been in the industry since 2011. Austin is registered in California and Texas and has experience working with individuals, corporations, charitable organizations, trusts, and other investment advisors.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Security Ratings
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Fisher Investments

location

PLANO, TX

0 Disclosures

ADVISOR BIO

Austin Myers is an Investment Advisor Representative at Fisher Investments. Austin has been in the industry since November 2013. Austin is registered with the state of Texas. Austin has passed the Series 65 exam. Austin is a partner at Carb Queen Sourdough, a bakery in Austin, TX.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO ASSESSMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed

THE Colony Group, LLC | CFP ® (Certifications)

location

CLAYTON, MO

0 Disclosures

ADVISOR BIO

Austin Garber is an Investment Advisor Representative at The Colony Group, LLC. Austin is licensed to provide investment advisory services in Missouri and Texas. Austin has a Series 6, Series 63, and Series 65 license. Austin is a Certified Financial Planner. Austin has been working in the financial services industry since 2009. Prior to joining The Colony Group, LLC, Austin worked at PNC Investments and Buckingham Strategic Wealth, LLC. The Colony Group, LLC is a financial advisory firm that provides a variety of services to individuals, families, and institutions. The Colony Group, LLC has over 765 clients and manages over $21.4 billion in assets. The firm provides financial planning, portfolio management, and other services to a wide range of clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
TAX PREP. SRVCS, DISPUTE RESOLUTION SRVCS, FAMILY OFFICE SRVCS, BUS. MGMT. SRVCS, INS. SOLUTIONS, CREDIT & CASH MGMT SOLUTIONS..
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Russell Investments

location

MILWAUKEE, WI

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Austin O'Neill is a financial advisor who has been in the industry since 2014. Austin is currently registered with Russell Investments. Prior to that, Austin worked at Edward Jones. Austin is registered with the state of Washington and Wisconsin as an Investment Advisor Representative (IAR). Austin specializes in providing portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles

Need help matching

with the right advisor?