Austin C. Reid
Professional summary
Austin Chase Reid, CFP® is a registered financial advisor currently at MINDFUL FINANCIAL LLC located in Winston-salem, North Carolina and SATIS WEALTH MANAGEMENT .
Austin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Austin has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Austin Chase Reid's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2016
Experience
September 1, 2021 - Present
MINDFUL FINANCIAL LLC
October 13, 2025 - Present
SATIS WEALTH MANAGEMENT
Office #1: 45 Pall Mall, London, SW1Y 5JGMarch 21, 2017 - June 13, 2017
CFO4LIFE
February 28, 2014 - March 21, 2017
CFO4LIFE, L.P.
September 17, 2012 - June 7, 2017
AUSDAL FINANCIAL PARTNERS, INC.
January 22, 2010 - September 26, 2012
LPL FINANCIAL LLC
January 4, 2010 - September 26, 2012
LPL FINANCIAL LLC
March 10, 2009 - June 8, 2009
THE INVESTMENT CENTER, INC.
Primary Firm SEC Registration
SATIS WEALTH MANAGEMENT
CRD#: 336301 / SEC#: 801-134126
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/17/2023)
(10/17/2022)
(9/30/2022)
(9/16/2024)
(2/9/2022)
(9/1/2021)
(9/13/2021)
(10/8/2021)
(9/14/2021)
Exams
Current Firm
SATIS WEALTH MANAGEMENT
CRD#: 336301 / SEC#: 801-134126
Contact information
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,346 |
| AUM (Assets Under Management) | $ 586,184,095 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
