Austin Joseph Mitchell
Investment adviser representative at Truist Advisory Services, Inc.
13 yearsExperience
1 stateRegistered in
$77.4BFirm 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 assetsFixed or flat fee
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.
- Truist Advisory Services, Inc.Jul 2024 to now
- Truist Invesment Services.Jul 2024 to now
- Charles Schwab & Co., Inc.Mar 2023 to Jul 2024
- John Gandy EventsJan 2021 to Mar 2023
- Florida Billiard ServiceAug 2018 to Mar 2023
- UnemployedMay 2018 to Aug 2018
- Train With AceApr 2017 to May 2018
- UnemployedMar 2013 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
Truist Advisory Services, Inc.
$77.4BAssets managed
129,307Clients
1,969Advisers
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
- 7705545
- Firm CRD
- 283390