Anthony J. Austreng
Professional summary
Anthony James Austreng, CFP®, who also goes by Anthony James Austreng, is a registered financial advisor currently at FORTHRIGHT WEALTH MANAGEMENT, LLC located in Alpharetta, Georgia.
Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Anthony has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Anthony James Austreng's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2005
Experience
June 1, 2015 - Present
FORTHRIGHT WEALTH MANAGEMENT, LLC
Office #1: 5755 North Point Pkwy, Suite 47, Alpharetta, GA 30022March 8, 2006 - May 19, 2015
TRUIST INVESTMENT SERVICES, INC.
February 24, 2006 - May 19, 2015
TRUIST INVESTMENT SERVICES, INC.
February 24, 2003 - February 13, 2006
AMERIPRISE FINANCIAL SERVICES, LLC
August 2, 2002 - February 13, 2006
IDS LIFE INSURANCE COMPANY
August 2, 2002 - February 13, 2006
AMERIPRISE FINANCIAL SERVICES, LLC
Primary Firm SEC Registration
FORTHRIGHT WEALTH MANAGEMENT, LLC
CRD#: 220515 / SEC#: 801-96202
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/1/2015)
(6/2/2015)
Exams
Current Firm
FORTHRIGHT WEALTH MANAGEMENT, LLC
CRD#: 220515 / SEC#: 801-96202
Contact information
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,779 |
| AUM (Assets Under Management) | $ 663,769,999 |
Red Flags
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