Austin Porchelli (CRD# 7226292) is an Investment Advisor Representative working at Foundations Investment Advisors LLC in West Springfield, MA and has over 3 years of experience in the finance industry.
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
CRD# 4385290
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Foundations Investment Advisors, LLC | Scottsdale, AZ | Jul 2021 - Current | 2 |
| Self Employed | Springfield, MA | Feb 2021 - Current | 3 |
| Unemployed | Worchester, MA | Jan 2021 - Feb 2021 | < 1 |
| Massmutual | Springfield, MA | Dec 2019 - Dec 2020 | 1 |
| Mml Distributors, LLC | Enfield, CT | Dec 2019 - Dec 2020 | 1 |
| Foley Carrier Services | Hartford, CT | Jun 2019 - Nov 2019 | < 1 |
| Shyft Analytics, Inc. | Boston, MA | Aug 2018 - May 2019 | < 1 |
| Western New England University | Springfield, MA | Aug 2015 - May 2019 | 3 |
| Western New England University | Springfield, MA | Aug 2015 - May 2019 | 3 |
| Specialty Bolt & Screw Inc. | Agawam, MA | May 2018 - Aug 2018 | < 1 |
| Sheraton Springfield Monarch Place Hotel | Springfield, MA | Jan 2014 - Aug 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2020 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2021 |
- MA
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Total Assets Under Management5,442MILLIONS
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Total Number of Accounts42,079ACCOUNTS
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Average Account Value$129,332
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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