Alexander Austin, financial advisor Miami FL

Alexander Austin

CRD Number: 6583594
Current Firm: Morgan Stanley

Alexander Austin (CRD# 6583594) is an Investment Advisor Representative working at Morgan Stanley in Miami, FL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Miami, FL Jul 2021 - Current < 1
Ubs Financial Services Inc. Miami, FL Nov 2018 - Jul 2021 2
Ubs Ag New York, NY Apr 2017 - Nov 2018 1
Ubs Ag Nashville, TN Nov 2015 - Apr 2017 1
Caterpillar Financial Services Nashville, TN Jun 2015 - Sep 2015 < 1
College: University Of Georgia Athens, GA Aug 2011 - May 2015 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2018
Contact Info for Alexander B. Austin
Phone Number: 914-225-5510
Registered State(s):
  • FL
  • TX
By the Numbers
  • Total Assets Under Management
    1,075,993
    MILLIONS
  • Total Number of Accounts
    1,955,913
    ACCOUNTS
  • Average Account Value
    $550,123
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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