Kwami Austin
Investment adviser representative at M1 Advisory
20 yearsExperience
1 stateRegistered in
$1.5BFirm assets
11 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.
- Portfolio management
Experience
20 years in the industry.
- M1 AdvisoryMar 2026 to now
- M1 FinanceMar 2026 to now
- UnemployedNov 2024 to Mar 2026
- Robinhood Markets, IncJun 2022 to Nov 2024
- Robinhood Financial, LLCJun 2021 to Nov 2024
- UnemployedNov 2020 to Jun 2021
- TIAAMar 2006 to Nov 2020
- TIAA-CREF Individual & Institutional Services, LLCMar 2006 to Nov 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (IL).
M1 Advisory
Legal name: M1 Advisory Services LLC
$1.5BAssets managed
11,400Clients
9Advisers
11 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
- 5042437
- Firm CRD
- 249787