Austin Milliken, financial advisor Healdsberg CA

Austin Milliken

CRD Number: 2968398
Current Firm: Mc Aureate

Austin Milliken (CRD# 2968398) is an Investment Advisor Representative working at Mc Aureate in Healdsberg, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Mc Aureate Healdsberg, CA Apr 2021 - Current < 1
Northstar Financial Beverly Hills, CA Mar 2009 - Current 12
Mount Tamalpais Asset Management, Llc (formerly Tandem) Larkspur, CA Jan 2019 - Jun 2021 2
Pickwick Capital Partners, LLC White Plains, NY Apr 2021 - May 2021 < 1
Calamar Financial Group Wheatfield, NY Oct 2020 - Apr 2021 < 1
Cs Planning Corp. Portland, OR Jan 2019 - Jul 2019 < 1
Myrespects Redway, CA Jan 2016 - Jan 2019 3
Shibui Capital, LLC Healdsburg, CA Mar 2010 - Dec 2015 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Nov 2018
S63 Uniform Securities State Law Examination Jan 2021
Contact Info for Austin R. Milliken
Phone Number: 415-652-6046
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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