Austin Graham (CRD# 7222095) is an Investment Advisor Representative working at Morgan Stanley in Charleston, SC and has 1 year of experience in the finance industry.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Morgan Stanley | Charleston, SC | Jan 2020 - Current | 4 |
| New York Mets | Queens, NY | Feb 2019 - Oct 2020 | 1 |
| Unemployed | Yorktown Heights, NY | Oct 2019 - Jan 2020 | < 1 |
| No Limit Ballers Lacrosse Club | Yorktown Heights, NY | Jun 2016 - Aug 2019 | 3 |
| Homeadvisor | New York, NY | Sep 2018 - Feb 2019 | < 1 |
| Lieberman And Lebovit Attorneys At Law | Yorktown Heights, NY | Jul 2018 - Sep 2018 | < 1 |
| Suny Plattsburgh | Plattsburgh, NY | Aug 2014 - May 2018 | 3 |
| Manhattan Beer Distributor | Bronx, NY | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2022 |
- SC
- TX
-
Total Assets Under Management1,402,426MILLIONS
-
Total Number of Accounts2,405,783ACCOUNTS
-
Average Account Value$582,939
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- 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
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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