Austin Catania has been an investment adviser representative at Milestone Asset Management since January 2026, and is not listed among the firm’s executive officers or direct owners. Austin Catania holds a Bachelor of Science in Business Administration in Financial Planning from Liberty University.
Milestone Asset Management, LLC is a Pittsburgh, PA firm with $691M under management, 1,359 clients and 13 advisers across 6 offices, as of its February 2026 filing.
Austin Catania is Wealth Manager of Legacy Capital Planners, a dba of Milestone Asset Management, LLC. He specializes in retirement planning, investment management, tax-efficient strategies and retirement income planning. Before joining Legacy Capital Planners, he worked in a family office serving high-net-worth families and later as a senior paraplanner, helping develop retirement and tax-focused financial plans.
Austin Catania’s longest registration was 1 year at Amj Financial Wealth Management LLC (2023–2025). Before joining Milestone Asset Management in 2026, Austin Catania was registered through Amj Financial Wealth Management LLC.
- – present · under a yearGermantown, MD · Adviser representative · Firm CRD 310441
- Amj Financial Wealth Management LLC– · 1 yearLeesburg, VA · Adviser representative · Firm CRD 162878
Investment adviser representative registrations
Austin Catania is registered as an investment adviser representative in Maryland, since January 2026.
- MarylandSince 14 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 31 May 2023 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7720770
- Firm
- Milestone Asset Management · CRD 310441
- Office
- 20251 Century Blvd., Suite 425, Germantown, MD 20874
- Registration
- Investment adviser registration
- In the industry since
- May 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- legacycapitalplanners.com
Where does Austin Catania work?
Austin Catania is an investment adviser representative registered through Milestone Asset Management, LLC since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is Austin Catania a financial advisor?
Yes. Austin Catania has a current investment-adviser registration in Maryland, through Milestone Asset Management since January 2026.
How many years of experience does Austin Catania have?
Austin Catania has 2 years in the financial industry, since May 2024, across 2 adviser firms.
What exams has Austin Catania passed?
Austin Catania passed the Series 65 in May 2023.
Where did Austin Catania work before Milestone Asset Management?
Before Milestone Asset Management, Austin Catania was registered through Amj Financial Wealth Management LLC, June 2023 to February 2025.
Where is Austin Catania based?
Austin Catania’s registered office is in Germantown, MD.
Is Austin Catania registered with FINRA?
No. Austin Catania has no current broker registration.
How can I verify Austin Catania’s record?
Search CRD 7720770 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Austin Catania’s full registration record.
