Austin Verity
Austin Verity is a registered investment advisor at Oppenheimer & CO. INC., based in Vienna, VA, with 34 years of industry experience. Austin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 39,036 clients with $37B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Maximum asset-based fees are up to 2.5% for the FAM program and up to 2.25% for the Preference program. Fees vary by program and are negotiable.
Fee Estimator
Location
1921 Gallows Road, Suite 220, Vienna, VA, 22182
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2016Criminal
August 1988Other Business Activities
Austin is the trustee of the Verity Family Grandchildren Trust and the Austin W. Verity Living Trust. He spends minimal time on these activities.
Employment History
Current Registrations
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Previous Registrations
Oppenheimer Asset Management
Fahnestock Asset Management
Cibc World Markets CORP.Broker
Cibc World Markets CORP.
Painewebber IncorporatedBroker
State Registrations31 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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