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Austin Douglas Dean

WAYSTONE ADVISORS LLC·REDMOND, Washington
SIE, Series 7, Series 66CFPChFCClean record12 years registeredWAYSTONE ADVISORS LLC
9210 218TH AVENUE NE, REDMOND, WA 98053CRD# 5886688Firm CRD# 328565

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Austin Douglas Dean · REDMOND, WA
Registration
CRD #5886688 · WAYSTONE ADVISORS LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

WAYSTONE ADVISORS LLC
Jan 2024 – present
LION STREET ADVISORS, LLC
May 2022 – Feb 2024
Redmond, WA
GUIDE ADVISORS, INC.
Apr 2020 – May 2022
BOTHELL, WA
HORNOR, TOWNSEND & KENT, LLC
Apr 2014 – May 2020
BELLEVUE, WA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · April 18, 2014
Years registered · 12
Professional designations · CFP, ChFC
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WAYSTONE ADVISORS LLC
CRD 328565 · SEC 801-129211
AUM
$111M
Regulatory assets under management
Employees
10
538 client accounts
Services offered by WAYSTONE ADVISORS LLC
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 WAYSTONE ADVISORS LLC →
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05

Frequently Asked Questions

What services does Austin Douglas Dean offer?
Austin Douglas Dean specializes in Financial Planning, Investment Management. Contact their office in REDMOND, Washington for a consultation.
What are Austin Douglas Dean's credentials?
Austin Douglas Dean holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Austin Douglas Dean located?
Austin Douglas Dean is based in REDMOND, Washington, working with WAYSTONE ADVISORS LLC. Their office serves clients in the REDMOND metropolitan area and surrounding communities.
How does Austin Douglas Dean charge for services?
Austin Douglas Dean'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 WAYSTONE ADVISORS LLC?
WAYSTONE ADVISORS LLC has approximately 10 employees and manages $111M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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