Unclaimed Profile

Shelley Austin

QUARRY HILL ADVISORS, LLC·SAINT PAUL, Minnesota

SIE, Series 7, Series 7TO, Series 63, Series 66CFPClean record14 years registeredQUARRY HILL ADVISORS, LLC

550 VANDALIA STREET, SAINT PAUL, MN 55114CRD# 2164439Firm CRD# 288334

Profile Verification

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

Identity

Shelley Austin · SAINT PAUL, MN

Registration

CRD #2164439 · QUARRY HILL ADVISORS, LLC · 14 years registered

Brand Profile

Not yet started

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Mar 2023 – present

LPL FINANCIAL LLC

Apr 2023 – Apr 2023

PLYMOUTH, MN

QUARRY HILL ADVISORS

Jan 2020 – Mar 2023

SAINT PAUL, MN

CETERA ADVISOR NETWORKS LLC

Apr 2019 – Dec 2019

EDINA, MN

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jan 2012 – Oct 2012

GREEN BAY, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 7TO

Series 63

Series 66

Registration record

First registered · January 11, 2012

Years registered · 14

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

QUARRY HILL ADVISORS, LLC

CRD 288334 · SEC 801-122010

AUM

$256M

Regulatory assets under management

Employees

795 client accounts

Services offered by QUARRY HILL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at QUARRY HILL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Shelley Austin offer?

Shelley Austin specializes in Financial Planning, Investment Management. Contact their office in SAINT PAUL, Minnesota for a consultation.

What are Shelley Austin's credentials?

Shelley Austin holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Shelley Austin located?

Shelley Austin is based in SAINT PAUL, Minnesota, working with QUARRY HILL ADVISORS, LLC. Their office serves clients in the SAINT PAUL metropolitan area and surrounding communities.

How does Shelley Austin charge for services?

Shelley 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 QUARRY HILL ADVISORS, LLC?

QUARRY HILL ADVISORS, LLC has approximately 5 employees and manages $256M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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