Unclaimed Profile

Robert Steven Just

WOLFSON WEALTH MANAGEMENT, LLC·FAYETTEVILLE, New York

Clean recordWOLFSON 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Robert Steven Just is a registered financial advisor based in FAYETTEVILLE, New York, affiliated with WOLFSON WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

WOLFSON WEALTH MANAGEMENT, LLC

AUM

$51M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WOLFSON WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1834237

Firm CRD# 282661

View on FINRA BrokerCheck →

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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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