Austin Bunch, financial advisor Indianapolis IN

Austin Bunch

CRD Number: 6899154
Current Firm: Fidelity Personal And Workplace Advisors

Austin Bunch (CRD# 6899154) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Indianapolis, IN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Carmel, IN Jun 2021 - Current 1
Schwab Private Client Investment Advisory, Inc. Carmel, IN Feb 2021 - May 2021 < 1
Charles Schwab & Company, Inc. Carmel, IN Jan 2018 - May 2021 3
Charles Schwab Bank Virginia Beach, VA Nov 2019 - Feb 2021 1
First Merchants Bank Muncie, IN Oct 2017 - Dec 2017 < 1
Unemployed Springport, IN May 2017 - Oct 2017 < 1
Levy Restuarants West Lafayette, IN Aug 2014 - May 2017 2
Student Springport, IN Aug 2007 - Aug 2016 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2019
S66 NASAA Uniform Combined State Law Examination Sep 2019
Contact Info for Austin Bunch
Phone Number: 617-563-7000
Registered State(s):
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
    726,706
    MILLIONS
  • Total Number of Accounts
    1,509,611
    ACCOUNTS
  • Average Account Value
    $481,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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