Alexis Sabrina Garza
Investment adviser representative at Austin Asset
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Austin AssetAug 2023 to now
- Charles Schwab & Co., Inc.Sep 2021 to Jul 2023
- Charles Schwab Bank, SsbSep 2021 to Jul 2023
- TD AmeritradeMay 2018 to Sep 2021
- Leadership and Ethics Institute UtJun 2017 to Aug 2018
- Victory Tutorial ProgramSep 2016 to Sep 2018
- Ut Austin Health ServicesAug 2016 to May 2017
- University of Texas As AustinAug 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (TX).
Austin Asset
Legal name: Austin Asset Management Co
$1.9BAssets managed
458Clients
15Advisers
38 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
- 6960313
- Firm CRD
- 105441