Austin Allen Tanner

3500 Embassy Parkway, Akron, OH 44333 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-07-17

Branch Locations

3500 Embassy Parkway, Akron, OH 44333 • United States

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

Organization	City	State	From	To
Mercer Global Advisors	Boca Raton	FL	06/2021	01/2022
Adam Financial Associates	Boca Raton	FL	03/2019	12/2019
Florida Atlantic University	Boca Raton	FL	08/2016	12/2019
Morgan Stanley	West Palm Beach	FL	05/2018	09/2018
Rubin Wealth Advisors	Boca Raton	FL	09/2017	05/2018
Mercer Global Advisors Inc.	Boca Raton	FL	12/2019	06/2021
Evensky & Katz / Foldes Financial Wealth Management	Coral Gables	FL	02/2022	07/2025
Sequoia Financial Group, Llc	Akron	OH	07/2025	Present

06/2021 → 01/2022

Mercer Global Advisors

Boca Raton, FL
03/2019 → 12/2019

Adam Financial Associates

Boca Raton, FL
08/2016 → 12/2019

Florida Atlantic University

Boca Raton, FL
05/2018 → 09/2018

Morgan Stanley

West Palm Beach, FL
09/2017 → 05/2018

Rubin Wealth Advisors

Boca Raton, FL
12/2019 → 06/2021

Mercer Global Advisors Inc.

Boca Raton, FL
02/2022 → 07/2025

Evensky & Katz / Foldes Financial Wealth Management

Coral Gables, FL
07/2025 → Present

Sequoia Financial Group, Llc

Akron, OH

2022-05-09 → 2025-07-15

Evensky & Katz/Foldes Wealth Management

Coral Gables, FL
2021-08-04 → 2022-02-20

Mercer Global Advisors Inc.

Boca Raton, FL

Denver, CO

Other Firms