August Wealth Advisors LLC

Robbie Newman 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 UBS Securities LLC for 10 years. August Wealth Advisors provides wealth management, discretionary portfolio management, and financial planning services for high-net-worth clients, managing approximately $436.6 million in discretionary assets. The firm uses customized portfolios primarily composed of exchange-traded funds and individual equities, combining fundamental and technical analysis with a long-term approach while allowing shorter-term trades as needed.

Conor Keenan is a financial advisor at August Wealth Advisors LLC in Westport, CT, holding a Series 65 designation with one year of industry experience. Prior to joining August Wealth Advisors in 2026, he worked at Stratos Wealth Advisors, LLC from 2021 to 2026 and has additional experience at United Parcel Service, Rolling Hills Country Club, and Purdue University. August Wealth Advisors provides wealth management, discretionary portfolio management, and financial planning services primarily for high-net-worth individuals, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $436.6 million in discretionary assets with a team of six advisors, focusing on customized portfolios that use both fundamental and technical analysis with a generally long-term investment approach.

Brayden Brooks is a financial advisor at August Wealth Advisors LLC in Westport, CT, holding a Series 65 designation with less than one year of industry experience. Prior to joining August Wealth Advisors, his work history includes various roles outside the financial industry. August Wealth Advisors provides wealth management, discretionary portfolio management, and financial planning for high-net-worth clients, typically requiring a $2 million relationship minimum. The firm manages approximately $436.6 million in discretionary assets and constructs customized portfolios using exchange-traded funds and individual equities with a generally long-term investment approach.

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 held prior roles at Stratos Wealth Advisors, Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Merrill, and Waddell & Reed. August Wealth Advisors provides wealth management, discretionary portfolio management, and financial planning primarily for high-net-worth individuals, families, trusts, estates, businesses, and retirement plans, managing approximately $436.6 million in discretionary assets across about 319 client relationships. The firm employs customized portfolios with a focus on exchange-traded funds and individual equities, using both fundamental and technical analysis with a generally long-term approach.

Howard Greenberg is a financial advisor at August Wealth Advisors LLC with 19 years of industry experience. He has held roles at Stratos Wealth Advisors, LLC and Commonwealth Bank of Australia. Greenberg is a Series 63 and Series 65 licensee and serves as a member manager of SZS Advisors LLC, a business and tax entity. August Wealth Advisors is a team of six advisors managing approximately $436.6 million in discretionary assets. The firm provides wealth management, discretionary portfolio management, and financial planning services primarily to high-net-worth individuals and institutions, using a combination of fundamental and technical analysis focused on long-term portfolio construction.

Joseph Cardello is a Series 65 licensed financial advisor with six years of industry experience. He has worked at August Wealth Advisors LLC since 2026 and previously held positions at Stratos Wealth Advisors, Clapboard Hill Private Wealth, First New York Securities, and Commonwealth Bank Australia. August Wealth Advisors provides wealth management, discretionary portfolio management, and financial planning services primarily for high-net-worth clients, managing approximately $436.6 million in assets across 319 client relationships. The firm emphasizes customized portfolios using exchange-traded funds and individual equities, with both fundamental and technical analysis, and offers ongoing discretionary oversight combined with written financial plans.