Austin
Root

Stansberry Asset Management, LLC

CRD#2935526
Investment Advisor
in Roanoke, TX

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About this Advisor

Austin Root is a financial advisor based in Roanoke, Texas, working with Stansberry Asset Management, LLC. Austin has previously held positions at Stansberry Asset Management, LLC, Stansberry & Associates Investment Research, LLC, and D.F. Dent & Company. Austin has passed the Series 65 regulatory exam and is registered to provide services in Maryland and New York. Currently, Austin is part of Stansberry Asset Management, LLC, which operates out of Roanoke, Texas. The firm has 3 offices and 36 employees. The firm manages assets totaling $875.5 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Stansberry Asset Management, LLC includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

1600 Solana Boulevard Building 8 Suite 8100
Roanoke, TX 76262

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Stansberry Asset Management, LLC Brokerage Details

Total Assets Under Management

$875,527,805

TX Average: $3,042,739,679
Total Number of Employees

36

TX Average: 49
Total Number of Accounts

2,636

TX Average: 2,315
Average Account Size

$332,143

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Austin Root Work History

2021 - Present (3 years)

Stansberry Asset Management, LLC

2017 - 2021 (4 years)

Stansberry & Associates Investment Research, LLC

2013 - 2017 (4 years)

D.F. Dent & Company

Disclosures

Please visit the SEC profile of Austin Root to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Stansberry Asset Management, LLC

Maurice Whittaker
San Mateo, CA
John Stannard
Roanoke, TX
Corey Drejas
Clifton Park, NY
Jared Skinner
San Mateo, CA
Jeffrey Starr
New York, NY
Austin Root
Roanoke, TX
George Stock
New York, NY
Christopher Gilmor
San Mateo, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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