Wesley Austin (CRD# 7193024) is an Investment Advisor Representative working at O'bannon & Davis Inc. in Williamsville, NY and has over 4 years of experience in the finance industry.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1604730
Lytle Investments
CRD# 6254146
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equitable Advisors, LLC | New York, NY | Oct 2019 - Current | 4 |
| Axa Advisors, LLC | New York, NY | Oct 2019 - Jun 2020 | < 1 |
| Unemployed | Williamsville, NY | Jun 2019 - Oct 2019 | < 1 |
| Suny At Buffalo | Buffalo, NY | Aug 2016 - May 2019 | 2 |
| Hsbc | Depew, NY | Jun 2018 - Aug 2018 | < 1 |
| Rutgers University | New Brunswick, NJ | Aug 2015 - May 2016 | < 1 |
| Suny Monroe Community College | Rochester, NY | Aug 2014 - May 2015 | < 1 |
| Austin-spencer Automotive Collision | Rochester, NY | Jun 2011 - Aug 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2019 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
- NY
-
Total Assets Under Management60MILLIONS
-
Total Number of Accounts454ACCOUNTS
-
Average Account Value$131,412
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
NY
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