Unclaimed Profile

Austin J Philbin

OCTAGON FINANCIAL SERVICES INC·MCLEAN, Virginia

SIE, Series 3, Series 7, Series 9, Series 10, Series 65, Series 66Clean record15 years registeredOCTAGON FINANCIAL SERVICES INC

7950 JONES BRANCH DRIVE, MCLEAN, VA 22102CRD# 5182117Firm CRD# 107335

Profile Verification

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

Identity

Austin J Philbin · MCLEAN, VA

Registration

CRD #5182117 · OCTAGON FINANCIAL SERVICES INC · 15 years registered

Brand Profile

Not yet started

Career History

ACTIV8 FAMILY OFFICE LLC

Apr 2026 – present

MORGAN STANLEY SMITH BARNEY LLC

Sep 2010 – May 2012

MT. LAUREL, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 9

Series 10

Series 65

Series 66

Registration record

First registered · September 17, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

OCTAGON FINANCIAL SERVICES INC

CRD 107335 · SEC 801-20076

AUM

$1.2B

Regulatory assets under management

Employees

2,279 client accounts

Services offered by OCTAGON FINANCIAL SERVICES INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at OCTAGON FINANCIAL SERVICES INC →

Introduction

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Frequently Asked Questions

What services does Austin J Philbin offer?

Austin J Philbin specializes in Financial Planning, Investment Management. Contact their office in MCLEAN, Virginia for a consultation.

What are Austin J Philbin's credentials?

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

Where is Austin J Philbin located?

Austin J Philbin is based in MCLEAN, Virginia, working with OCTAGON FINANCIAL SERVICES INC. Their office serves clients in the MCLEAN metropolitan area and surrounding communities.

How does Austin J Philbin charge for services?

Austin J Philbin'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 OCTAGON FINANCIAL SERVICES INC?

OCTAGON FINANCIAL SERVICES INC has approximately 23 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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