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Srdjan Nastasic
AUGUSTUS WEALTH
LONG BEACH, CA 90806
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CRD#: 7207535
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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.
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.
CRS (Client Relationship Summary) - RIA
Click below to view Srdjan Nastasic's 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®
NoneExperience
Current
June 26, 2023 - Present
AUGUSTUS WEALTH, LLC
Office #1: 3780 Kilroy Airport Way Suite 200, Long Beach, CA 90806RIA
CRD#: 317189
LONG BEACH, CA
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(6/26/2023)
IAR
Texas(6/26/2023)
Current Firm
AW
AUGUSTUS WEALTH, LLC
AUGUSTUS WEALTH, LLC
CRD#: 317189 / SEC#: 801-123123
RIA
Registered Investment Advisory firm - (6/9/2022 Terminated)California
Registered Investment Advisory firm - (6/8/2022 Approved)Texas
Registered Investment Advisory firm - (4/27/2022 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3780 Kilroy Airport Way Suite 200, Long Beach, CA 90806
Mailing Address
Phone number
(562) 270-0045
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 326 |
| AUM (Assets Under Management) | $ 80,776,188 |
Red Flags
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