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Robert Steven Just

WOLFSON WEALTH MANAGEMENT, LLC·FAYETTEVILLE, New York
Series 7, Series 63Clean record10 years registeredWOLFSON WEALTH MANAGEMENT, LLC
7030 EAST GENESEE ST., FAYETTEVILLE, NY 13066CRD# 1834237Firm CRD# 282661

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Steven Just · FAYETTEVILLE, NY
Registration
CRD #1834237 · WOLFSON WEALTH MANAGEMENT, LLC · 10 years registered
Brand Profile
Not yet started
01

Career History

MAIN STREET WEALTH MANAGEMENT, LLC
Jun 2021 – present
WOLFSON WEALTH MANAGEMENT, LLC
Jan 2016 – Nov 2018
FAYETTEVILLE, NY
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Registration record
First registered · January 29, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WOLFSON WEALTH MANAGEMENT, LLC
CRD 282661 · SEC 801-107224
AUM
$51M
Regulatory assets under management
Employees
3
150 client accounts
Services offered by WOLFSON WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WOLFSON WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Robert Steven Just offer?
Robert Steven Just specializes in Financial Planning, Investment Management. Contact their office in FAYETTEVILLE, New York for a consultation.
What are Robert Steven Just's credentials?
Robert Steven Just is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Steven Just located?
Robert Steven Just is based in FAYETTEVILLE, New York, working with WOLFSON WEALTH MANAGEMENT, LLC. Their office serves clients in the FAYETTEVILLE metropolitan area and surrounding communities.
How does Robert Steven Just charge for services?
Robert Steven Just'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 WOLFSON WEALTH MANAGEMENT, LLC?
WOLFSON WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $51M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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