Austin J. Philbin

ACTIV8 FAMILY OFFICE

MCLEAN, VA 22102

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CRD#: 5182117

Professional summary

Austin James Philbin, who also goes by Austin J Philbin, is a registered financial advisor currently at ACTIV8 FAMILY OFFICE LLC located in Mclean, Virginia.

Austin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Austin has worked at 5 firms and has passed the Series 65, Series 66, SIE, Series 3, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Austin J Philbin

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 James Philbin'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®

None

Experience

Current

April 24, 2026 - Present

ACTIV8 FAMILY OFFICE LLC

Office #1: 1775 Tyson's Blvd 5th Floor, Suite 5175, Mclean, VA 22102

RIA

CRD#: 337753

MCLEAN, VA

Past

February 2, 2017 - June 30, 2023

DYNASTY SECURITIES, LLC

CRD#: 159076

Saint Petersburg, FL

Past

August 3, 2012 - March 5, 2015

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

NEW YORK, NY

Past

September 17, 2010 - May 29, 2012

MORGAN STANLEY

RIA

CRD#: 149777

MT. LAUREL, NJ

Past

June 1, 2009 - May 29, 2012

MORGAN STANLEY

CRD#: 149777

MT. LAUREL, NJ

Past

February 19, 2007 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

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

Colorado
(4/24/2026)

IAR

Virginia
(4/24/2026)

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

State Security Law Exam

IAR

Series 65

Date: 4/22/2026

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 6/9/2007

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 12/31/2010

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 2/16/2007

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 11/14/2011

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 9/10/2011

General Securities Sales Supervisor - Options Module Examination

Current Firm

ACTIV8 FAMILY OFFICE LLC

CRD#: 337753 / SEC#: 801-134678

RIA

Registered Investment Advisory firm - (12/1/2025 120-Day Approval)

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Contact information

Main Address

1775 Tyson's Blvd 5th Floor, Suite 5129, Mclean, VA 22102

Mailing Address

Phone number

(978) 870-0255

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (12/2/2025)

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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Advisor Monitoring

Firm Stability Insights

Austin J. Philbin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Austin James Philbin's CRS (Customer Relationship Summary).

Certified licenses

Experience

ACTIV8 FAMILY OFFICE LLC

DYNASTY SECURITIES, LLC

PURSHE KAPLAN STERLING INVESTMENTS

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 4/22/2026

Series 66

Date: 6/9/2007

SIE

Date: 10/1/2018

Series 3

Date: 12/31/2010

Series 7

Date: 2/16/2007

Series 10

Date: 11/14/2011

Series 9

Date: 9/10/2011

Current Firm

ACTIV8 FAMILY OFFICE LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

ACTIV8 FAMILY OFFICE LLC

TRUST BUT VERIFY

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