Michael Augustine is a registered investment advisor at D.A. Davidson & CO., based in Bozeman, MT, with 31 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1101 E Main St, Suite 301, Bozeman, MT, 59715
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Michael is a board member for the American Red Cross Montana Region, dedicating minimal time to general board duties. He also serves as treasurer for Stonegate HOA, spending minimal time reviewing financials and handling check writing.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Previous Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
UBS Financial Services INC.Broker
UBS Financial Services INC.
Piper Jaffray & CO.
Piper Jaffray & CO.Broker
Cruttenden & CO., INC.Broker
Painewebber IncorporatedBroker
Smith Barney Shearson INC.Broker
Lehman Brothers INC.Broker
State Registrations34 states
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