Austin Gregory Root
Investment Adviser Representative at Meristead Wealth, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Austin Gregory Root is an investment adviser representative with Stansberry Asset Management, LLC in Towson, MD, where they have been registered since 2022. They have worked in the securities industry since 2022 and were previously registered with Re-occur. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in California, Maryland, New York, Texas, and Washington.
Registrations & licenses
- Investment adviser:
- California, Maryland, New York, Texas, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Stansberry Asset Management, LLCJun 2021 – no end date reportedNew York, NY
- Stansberry & Associates Investment Research, LLCSep 2017 – Jun 2021Baltimore, MD
- D.F. Dent & CompanySep 2013 – Sep 2017Baltimore, MD
- Re-occur Capital ManagementSep 2025 – no end date reportedWestlake, TX
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Meristead Wealth, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $500,000 (waivable)
- All Strategies (Except Treasury) - First $1M1.50%
- All Strategies (Except Treasury) - Next $4M1.25%
- All Strategies (Except Treasury) - Next $20M1.00%
- All Strategies (Except Treasury) - Amounts over $25M0.75%
+2 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Investment management (actively managed client portfolios with individual security selection), financial planning (retirement planning, estate planning, tax planning, risk management), and strategic investment management including asset allocation across stocks, bonds, and alternative investments.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 22
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Westlake, TX
- SEC file number:
- 801-107061
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 9, 2026
View full firm profileOther advisors at Meristead Wealth, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Austin Gregory Root has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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