AF
AF

Austin James Ferlita

5 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
232 advisors
Number of Clients
11,852 clients
Average Client Portfolio
$727K average
Assets Under Management
$8.6B

Fee Structure

Minimum Investment:$25K
Loading...

Location

6600 Peachtree Dunwoody Rd., Embassy Row 600, Suite 575, Atlanta, GA, 30328

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Austin is the President and an insurance agent at Ferlita Financial, LLC since 2019, selling life, fixed, and indexed annuity products. This takes about 10-20% of his time and is an investment-related activity.

Employment History
Current Registrations
Advisory Services Network
September 2021 - Present · 4 yrs 5 mos
Previous Registrations
J. W. Cole Advisors, INC.
January 2020 - August 2021 · 1 yr 7 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.