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Austin T Caswell

Integrated Wealth Strategies, LLC

Austin, TX

CRD 5806108

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Employer firm

Integrated Wealth Strategies, LLC CRD 155254

$152M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Integrated Wealth Strategies, Llc

11044 Research Blvd., Suite A-400, Austin, TX 78759 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-10-21
  • TX RA
    APPROVED
    Since 2016-10-21

Branch Locations

11044 Research Blvd., Suite A-400, Austin, TX 78759 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Integrated Wealth Strategies Austin TX 06/2013 Present
Integrated Wealth Strategies Austin TX 09/2016 Present
  • 06/2013 → Present
    Integrated Wealth Strategies
    Austin, TX
  • 09/2016 → Present
    Integrated Wealth Strategies
    Austin, TX
Other Businesses

INTEGRATED WEALTH STRATEGIES-06/2013- 1717 W. 6TH ST. #108 AUSTIN, TX 78703; NOT INVESTMENT RELATED; ANALYST; 90 HOURS DURING TRADING

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-10-21
  • S65 Uniform Investment Adviser Law Examination
    2016-10-21

View on SEC IAPD

Nearby Firms

AUSTIN MONEY MANAGEMENT CORPORATION
EVERLONG FINANCIAL
EDWARD JONES

Nearby Investors

STEVEN DOUGLAS AYCOCK
ALEXANDER BURTON YEAGER
Jonathan Martin Haefner

Nearby Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX

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