Austin Gregory Root
Investment adviser representative at Meristead Wealth, LLC
13 yearsExperience
5 statesRegistered in
$1.3BFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Re-occur Capital ManagementSep 2025 to now
- Meristead Wealth, LLCOct 2022 to now
- Stansberry Asset Management, LLCJun 2021 to now
- Stansberry & Associates Investment Research, LLCSep 2017 to Jun 2021
- D.F. Dent & CompanySep 2013 to Sep 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 5 states (CA, MD, NY, TX, WA).
Meristead Wealth, LLC
$1.3BAssets managed
996Clients
22Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2935526
- Firm CRD
- 282103