Srdjan Nastasic
Professional Summary
Srdjan Nastasic is a registered financial advisor currently at AUGUSTUS WEALTH, LLC located in Long Beach, California. Srdjan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Srdjan has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Contact Information
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Disclosures on record.
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Years of Experience
3 years in the financial services industry
Current & Past Employments
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Current Firm
AUGUSTUS WEALTH, LLC
Contact Information
Main Address
3780 Kilroy Airport Way Suite 200, Long Beach, CA 90806Phone Number
(562) 270-0045# of Employees
2Regulatory Assets Under Management
Total Number of Accounts
342AUM (Assets Under Management)
$100,220,502Similar Advisors
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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.
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State Registrations and Notice Filings
(6/26/2023)
(6/26/2023)
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Srdjan Nastasic's CRS (Customer Relationship Summary).
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