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Investment Adviser Representative · Financial Management Strategies, Inc.

Austin J. Linden

CRD 1881356 · Named on Form ADV at one SEC-registered adviser

At a glance

Financial Management Strategies, Inc., an SEC-registered wealth manager based in Broadview HTS., OH with $714 million in regulatory assets, lists Austin J. Linden on its Form ADV as Investment Adviser Representative.

Firms and roles

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Austin’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

SEC adviser record

Registered since
2000 (26 years)
Designations
Certified Financial Planner, Chartered Financial Consultant
Exams
Series 63
Registered in
2 states
Also a broker representative
Yes
Disclosures on record
None

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Austin’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
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Previous firms, with start and end dates
1 firmLocked
Employment history
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States they’re registered in
Locked
Outside business activities
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When they joined their current firm, and their firm’s growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

  • Jeffrey C. KnoxPresident, Financial Management Strategies, Inc.
  • Charles B. ElliottVice President - Portfolio Management & Financial Planning, Financial Management Strategies, Inc.
  • Jennifer L. SoltisChief Compliance Officer, Financial Management Strategies, Inc.
  • Carl J. CamilloInvestment Adviser Representative, Financial Management Strategies, Inc.
  • Geoffrey F. NovackInvestment Adviser Representative, Financial Management Strategies, Inc.

2 more people named with Austin on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Austin’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.