Austin Hsu (CRD# 7300704) is an Investment Advisor Representative working at Compass Planning Associates, Inc. in Greenfield, MA and has over 3 years of experience in the finance industry.
CRD# 7047829
Edward Jones
CRD# 2355947
Capital Analysts
CRD# 5900328
Ae Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Compass Planning Associates, Inc. | Wellesley Hills, MA | Jun 2021 - Current | 2 |
| Mcadam LLC | Boston, MA | Jul 2020 - May 2021 | < 1 |
| Boston University | Boston, MA | Sep 2016 - May 2020 | 3 |
| Austen Morris Associates | Shanghai, | Jun 2019 - Aug 2019 | < 1 |
| Search Fund Accelerator, | Boston, MA | Jan 2018 - May 2018 | < 1 |
| International Bills Finance Corporation | Taipei, | Jul 2017 - Aug 2017 | < 1 |
| Taipei American School | Taipei, | Sep 2009 - Jun 2016 | 6 |
| Costco Wholesale Corporation | Taipei, | Jun 2015 - Jul 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2020 |
- MA
- TX
-
Total Assets Under Management139MILLIONS
-
Total Number of Accounts302ACCOUNTS
-
Average Account Value$459,683
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CO, FL, LA, MA, NH, NY, TX, VT
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