Austin Bayne Smith
Investment adviser representative at Kestra Advisory Services, LLC
11 yearsExperience
1 stateRegistered in
$79.8BFirm assets
27 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Kestra Advisory Services, LLCMar 2026 to now
- Kestra Investment Services, LLCMar 2026 to now
- Lusardi Construction CompanyJun 2025 to Mar 2026
- Independent Financial Group, LLCDec 2024 to May 2025
- LPL Financial LLCJan 2021 to Dec 2024
- UnemployedJul 2020 to Dec 2020
- Wells Fargo Clearing Services, LLCMar 2019 to Jul 2020
- Associate StaffingAug 2018 to Mar 2019
- University of UtahJan 2017 to Aug 2018
- Salt Lake City Community CollegeJan 2015 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Kestra Advisory Services, LLC
$79.8BAssets managed
117,403Clients
1,473Advisers
27 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
- 7009701
- Firm CRD
- 283330