Austin W. Rutledge

PACIFIC INCOME ADVISERS

CHAPEL HILL, NC

CRD#: 4140660

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Professional summary

Austin Whitt Rutledge, AIF®, CIMA® is a registered financial advisor currently at PACIFIC INCOME ADVISERS INC located in Chapel Hill, North Carolina.

Austin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Austin has worked at 2 firms and has passed the Series 7 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Austin Whitt Rutledge's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CIMA^®

Certified Investment Management Analyst

Experience

Current

September 18, 2008 - Present

PACIFIC INCOME ADVISERS INC

RIA

CRD#: 104719

CHAPEL HILL, NC

Past

April 14, 2000 - June 30, 2006

SYNDICATED CAPITAL, INC.

CRD#: 29037

DIAMOND BAR, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PACIFIC INCOME ADVISERS INC

PACIFIC INCOME ADVISERS INC | PACIFIC WEALTH ADVISERS

CRD#: 104719 / SEC#: 801-27828

RIA

Registered Investment Advisory firm - (9/4/1986 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(9/18/2008)

IAR

North Carolina
(9/18/2008)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

Series 7

Date: 4/13/2000

General Securities Representative Examination

Current Firm

PACIFIC INCOME ADVISERS INC

PACIFIC INCOME ADVISERS INC | PACIFIC WEALTH ADVISERS

CRD#: 104719 / SEC#: 801-27828

RIA

Registered Investment Advisory firm - (9/4/1986 Approved)

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Contact information

Main Address

2321 Rosecrans Ave. Suite 1260, El Segundo, CA 90245-4987

Mailing Address

Phone number

(310) 393-1424

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PACIFIC INCOME ADVISERS ADV PART 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts	2,521
AUM (Assets Under Management)	$ 2,107,440,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Austin W. Rutledge

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Austin Whitt Rutledge's CRS (Customer Relationship Summary).

Certified licenses

Experience

PACIFIC INCOME ADVISERS INC

SYNDICATED CAPITAL, INC.

Primary Firm SEC Registration

PACIFIC INCOME ADVISERS INC

State Registrations and Notice Filings

Exams

Series 7

Date: 4/13/2000

Current Firm

PACIFIC INCOME ADVISERS INC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PACIFIC INCOME ADVISERS INC

TRUST BUT VERIFY

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