Austin Joseph Griffie
Investment adviser representative at Zermatt Wealth Partners
13 yearsExperience
1 stateRegistered in
$158.4MFirm assets
44 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.
- Portfolio management
Experience
13 years in the industry.
- Zermatt Wealth PartnersApr 2026 to now
- Raymond James & Associates Inc.Oct 2023 to Apr 2026
- Bank of America, N.A.May 2022 to Oct 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2021 to Oct 2023
- Suited Media LLCDec 2020 to Jan 2023
- Harford CollegeDec 2020 to Aug 2021
- Chanks USA LLCDec 2018 to Nov 2020
- Bradley SportsJul 2018 to Oct 2018
- Full-time Education (francis Marion)Aug 2013 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NC).
Zermatt Wealth Partners
Legal name: Zermatt Wealth Partners LLC
$158.4MAssets managed
211Clients
2Advisers
44 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
- 7020479
- Firm CRD
- 105736