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Chad Richmond Justice

COLLABORATIVE WEALTH MANAGEMENT, INC.·LAKE MARY, Florida
Series 24Series 7Series 66SIE
Unclaimed Profile
972 INTERNATIONAL PARKWAY, LAKE MARY, FL 32746CRD# 4788183Firm CRD# 142106
01

About

Chad Richmond Justice is a registered financial advisor based in LAKE MARY, Florida, affiliated with COLLABORATIVE WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
COLLABORATIVE WEALTH MANAGEMENT, INC.
COLLABORATIVE WEALTH
AUM
$464M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at COLLABORATIVE WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4788183
Firm CRD# 142106
1 disclosure on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Chad Richmond Justice offer?
Chad Richmond Justice specializes in Financial Planning, Investment Management. Contact their office in LAKE MARY, Florida for a consultation.
What are Chad Richmond Justice's credentials?
Chad Richmond Justice is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Chad Richmond Justice located?
Chad Richmond Justice is based in LAKE MARY, Florida, working with COLLABORATIVE WEALTH MANAGEMENT, INC.. Their office serves clients in the LAKE MARY metropolitan area and surrounding communities.
How does Chad Richmond Justice charge for services?
Chad Richmond Justice's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COLLABORATIVE WEALTH MANAGEMENT, INC.?
COLLABORATIVE WEALTH MANAGEMENT, INC. has approximately 12 employees and manages $464M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in LAKE MARY
Barry Nelson Roderick — COLLABORATIVE WEALTH MANAGEMENT, INC.Gigi Klara Szekely — NEWPORT GROUP SECURITIES, INC.Alexa Danielle Gellinger — NEWPORT GROUP SECURITIES, INC.Matthew Edwin Meyer — NEWPORT GROUP CONSULTING, LLCWilliam Hilton Burke — BURKE-LESLIE PROFESSIONAL ASSET MANAGEMENT, LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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