Austin Van Winkle (CRD# 6981391) is an Investment Advisor Representative working at Ht Partners LLC in Centerbrook, CT and has over 5 years of experience in the finance industry.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 5623606
Citizens Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ht Partners LLC | Centerbrook, CT | Jan 2018 - Current | 6 |
| Vw Property Management LLC | Clinton, CT | Oct 2016 - Current | 7 |
| Full-time Education | Clinton, CT | Aug 2002 - May 2018 | 15 |
| Palmieri's Pizza | Clinton, CT | Aug 2013 - Sep 2016 | 3 |
| Mohegan Sun Casino | Uncasville, CT | May 2015 - Aug 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2018 |
- CT
-
Total Assets Under Management486MILLIONS
-
Total Number of Accounts419ACCOUNTS
-
Average Account Value$1,158,763
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
CT, DE, FL, NH, NY, TX
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