Financial ADVSR advisor directory · SEC adviser records
Custos Family Office LLC financial advisors in Austin, TX
Every SEC-registered investment adviser representative at a Custos Family Office LLC office in Austin, A to Z.
The short answer
3 registered advisors work at Custos Family Office LLC in Austin, out of 4 at the firm nationwide; it ranks number 124 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Custos Family Office LLC advisors in Austin, A to Z
Every Custos Family Office LLC advisor →- Heather K. DeanInvestment adviser rep
- Mitchell J. HerrInvestment adviser rep
- Audrey J. SozaInvestment adviser rep
Custos Family Office LLC advisors in every city and state →Custos Family Office LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Custos Family Office LLC advisors in other cities
Other firms in Austin
All Austin advisors →Kestra Advisory Services, LLC 417Dimensional Fund Advisors LP 210Charles Schwab & Co., Inc. 203Merrill Lynch, Pierce, Fenner & Smith Incorporated 125J.P. Morgan Securities LLC 118LPL Financial LLC 112Morgan Stanley 10449 Financial 99Wells Fargo Clearing Services, LLC 97Strategic Advisers LLC 86Edward Jones 72Kestra Private Wealth Services, LLC 69
Questions
How many financial advisors does Custos Family Office LLC have in Austin?
3 investment adviser representatives are registered at Custos Family Office LLC offices in Austin, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Custos Family Office LLC one of the largest advisor employers in Austin?
Custos Family Office LLC ranks number 124 in Austin by registered advisors; Kestra Advisory Services, LLC has the most, with 417.
How do I check a Custos Family Office LLC advisor in Austin?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Custos Family Office LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.