Wesley Austin

LANDMARK WEALTH MANAGEMENT

GETZVILLE, NY 14068

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CRD#: 7193024

Professional summary

Wesley Austin, who also goes by Wesley Terrance Austin, is a registered financial advisor currently at LANDMARK WEALTH MANAGEMENT located in Getzville, New York.

Wesley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Wesley has worked at 3 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Wesley Terrance Austin

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 Wesley Austin'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

June 25, 2026 - Present

LANDMARK WEALTH MANAGEMENT

Office #1: 2410 North Forest Road Suite 101, Getzville, NY 14068

RIA

CRD#: 109379

GETZVILLE, NY

Past

January 24, 2023 - May 1, 2026

O'BANNON & DAVIS INC.

RIA

CRD#: 134005

WILLIAMSVILLE, NY

Past

November 6, 2019 - March 22, 2021

EQUITABLE ADVISORS, LLC

CRD#: 6627

WILLIAMSVILLE, NY

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".

LANDMARK WEALTH MANAGEMENT

CRD#: 109379 / SEC#: 801-74639

RIA

Registered Investment Advisory firm - (4/5/2012 Approved)

New York

Registered Investment Advisory firm - (1/23/2013 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

New York
(6/25/2026)

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: 8/13/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/22/2019

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 11/6/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 9/17/2019

Securities Industry Essentials Examination

Current Firm

LANDMARK WEALTH MANAGEMENT

CRD#: 109379 / SEC#: 801-74639

RIA

Registered Investment Advisory firm - (4/5/2012 Approved)

New York

Registered Investment Advisory firm - (1/23/2013 Terminated)

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Contact information

Main Address

2410 North Forest Road Suite 101, Getzville, NY 14068

Mailing Address

Phone number

(716) 810-9594

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A | FIRM BROCHURE (3/18/2026)

Regulatory assets under management

Total Number of Accounts	298
AUM (Assets Under Management)	$ 679,672,681

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/25/2025	Cover Page	Report
11/26/2024	Cover Page	Report
10/25/2023	Cover Page	Report

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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Wesley Austin

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

O'BANNON & DAVIS INC.

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

LANDMARK WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 8/13/2022

Series 63

Date: 11/22/2019

Series 7TO

Date: 11/6/2019

SIE

Date: 9/17/2019

Current Firm

LANDMARK WEALTH MANAGEMENT

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

LANDMARK WEALTH MANAGEMENT

TRUST BUT VERIFY

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