August Wealth Advisors LLC

Conor Keenan is a financial advisor with August Wealth Advisors LLC in Westport, CT, holding a Series 65 credential and one year of industry experience. Prior to joining August Wealth Advisors, he worked at Stratos Wealth Advisors, LLC for five years and has held various roles including positions at United Parcel Service and Rolling Hills Country Club. August Wealth Advisors is an SEC-registered investment adviser serving high-net-worth individuals, families, trusts, estates, businesses, and retirement plans, typically requiring a $2 million relationship minimum. The firm provides customized discretionary portfolio management and financial planning, primarily using exchange-traded funds and individual equities within a long-term investment strategy.

Peter Grave is a financial advisor at August Wealth Advisors LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Stratos Wealth Advisors, LLC and Morgan Stanley in various capacities over the past 15 years. August Wealth Advisors is an SEC-registered investment adviser serving high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized discretionary portfolio management and financial planning, employing a long-term investment strategy using exchange-traded funds, individual equities, bonds, mutual funds, and alternative positions.

Howard Greenberg is a financial advisor at August Wealth Advisors LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stratos Wealth Advisors, LLC and Commonwealth Bank of Australia. Outside of his advisory role, he is a member manager of SZS Advisors LLC, a business entity unrelated to investment activities. August Wealth Advisors is an SEC-registered investment adviser that provides wealth management and financial planning services primarily to high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm uses a predominantly long-term investment strategy focused on customized discretionary portfolio management with a mix of exchange-traded funds, equities, bonds, mutual funds, and alternative positions.

Joseph Cardello is a financial advisor at August Wealth Advisors LLC with six years of industry experience. He holds a Series 65 designation and has worked previously at Stratos Wealth Advisors, Clapboard Hill Private Wealth, First New York Securities, and Commonwealth Bank Australia. August Wealth Advisors is an SEC-registered investment adviser that provides wealth management and financial planning services primarily to high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm focuses on customized discretionary portfolio management using a long-term strategy with a mix of exchange-traded funds, individual equities, bonds, mutual funds, and alternative positions.