Unclaimed Profile

Alyson Austin

MACLENDON WEALTH MANAGEMENT, LLC·DELRAY BEACH, Florida

SIE, Series 7, Series 66Clean record19 years registeredMACLENDON WEALTH MANAGEMENT, LLC

137 NW 1ST AVENUE, DELRAY BEACH, FL 33444CRD# 5155642Firm CRD# 157819

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Alyson Austin · DELRAY BEACH, FL

Registration

CRD #5155642 · MACLENDON WEALTH MANAGEMENT, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MACLENDON WEALTH MANAGEMENT, LLC

MACLENDON WEALTH MANAGEMENT, LLC

Jan 2013 – Jan 2017

DELRAY BEACH, FL

WELLS FARGO ADVISORS, LLC

Nov 2008 – Aug 2011

PEPPER PIKE, OH

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

May 2007 – Oct 2008

PEPPER PIKE, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · May 30, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MACLENDON WEALTH MANAGEMENT, LLC

CRD 157819 · SEC 801-72376

AUM

$123M

Regulatory assets under management

Employees

123 client accounts

Services offered by MACLENDON WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MACLENDON WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Alyson Austin offer?

Alyson Austin specializes in Financial Planning, Investment Management, Wealth Management.

What are Alyson Austin's credentials?

Alyson Austin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alyson Austin located?

Alyson Austin is based in DELRAY BEACH, Florida, last registered with MACLENDON WEALTH MANAGEMENT, LLC.

How does Alyson Austin charge for services?

Alyson Austin's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MACLENDON WEALTH MANAGEMENT, LLC?

MACLENDON WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $123M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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