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51 Riverside Avenue First Floor, Westport, CT 06880 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-02-19 |
Branch Locations
51 Riverside Avenue First Floor, Westport, CT 06880 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Boston | MA | 06/2009 | 04/2021 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 04/2021 |
| Stratos Wealth Advisors, Llc | Westport | CT | 04/2021 | 02/2026 |
| August Wealth Advisors Llc | Westport | CT | 02/2026 | Present |
1) LICENSED INSURANCE AGENT; INVESTMENT RELATED; 51 RIVERSIDE AVENUE, FIRST FLOOR, WESTPORT, CT 06880; INSURANCE SALES; INSURANCE AGENT; 2/2026; IMPLEMENTATION OF INSURANCE RECOMMENDATIONS; LESS THAN 10% of TIME PER MONTH
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-16 |
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