Justin Weintraub is a registered investment advisor, based in Woodbury, NY, with 25 years of industry experience.
Location
181 Crossways Park Drive, Woodbury, NY, 11797
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Trident Partners LTD.Broker
April 2021 - Present · 5 yrs 1 mo
Trident Advisors LLC
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Ameriprise Financial Services, LLC
June 2012 - April 2021 · 8 yrs 10 mos
Ameriprise Financial Services, LLCBroker
June 2012 - April 2021 · 8 yrs 10 mos
Gilford Financial CORP.
March 2008 - July 2012 · 4 yrs 4 mos
Gilford Securities IncorporatedBroker
August 2005 - July 2012 · 6 yrs 11 mos
Axiom Capital Management, INC.Broker
August 2002 - August 2005 · 3 yrs
UBS Painewebber INC.Broker
March 2000 - September 2002 · 2 yrs 6 mos
State Registrations12 states
CADEFLMDMIMNNCNHNJNYPAVA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.