AS
AS

Austin John Schrock

1 Year of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningInsurance Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
223 advisors
Number of Clients
6,062 clients
Average Client Portfolio
$201K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$50K
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Location

5300 W Atlantic Ave, Ste 502, Delray Beach, FL, 33484

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History

Regulatory History
Clean regulatory record

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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Other Business ActivitiesSells Insurance

Austin operates under the DBA Loggerhead Wealth Management as a registered representative, offering financial services and life insurance. This is a full-time commitment, with about half of Austin's time dedicated to securities trading; Austin also assists 401k Help Desk LLC with demos and marketing support for about a few hours per week.

Employment History
Current Registrations
Calton & Associates, INC.
March 2025 - Present · 11 mos
Calton & Associates, INC.Broker
March 2025 - Present · 11 mos
Previous Registrations
Gwn Securities INC.
March 2024 - March 2025 · 1 yr
Gwn Securities INC.Broker
February 2024 - March 2025 · 1 yr 1 mo
State Registrations6 states
DCFLMINCPATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.