JC
JC

Justin Collazo

25 Years of Experience
Austin, TX

Justin Collazo is a registered investment advisor at Aletheia Analyst Network Limited, based in Austin, TX, with 25 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 132 clients.

Compensation
N/A
Firm Size
2 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

501 Congress Ave, Suite 150, Austin, TX, 78701

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Aletheia Analyst Network Limited
March 2020 - Present · 6 yrs 2 mos
Previous Registrations
Mizuho Securities USA LLCBroker
July 2013 - August 2019 · 6 yrs 1 mo
Cantor Fitzgerald & CO.Broker
December 2011 - June 2013 · 1 yr 6 mos
Oppenheimer & CO. INC.Broker
January 2008 - December 2011 · 3 yrs 11 mos
Cibc World Markets CORP.Broker
July 2004 - January 2008 · 3 yrs 6 mos
Wachovia Securities, LLCBroker
November 2002 - July 2004 · 1 yr 8 mos
UBS Painewebber INC.Broker
April 2000 - December 2002 · 2 yrs 8 mos
American Express Financial Advisors INC.Broker
February 2000 - April 2000 · 2 mos
Ids Life Insurance CompanyBroker
February 2000 - April 2000 · 2 mos
State Registrations1 state
TX
Advisor

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.