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Robert Steven Just

WOLFSON WEALTH MANAGEMENT, LLC·FAYETTEVILLE, New York
Unclaimed Profile
7030 EAST GENESEE ST., FAYETTEVILLE, NY 13066CRD# 1834237Firm CRD# 282661
01

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.

02

Focus Areas

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

Firm Overview

Firm
WOLFSON WEALTH MANAGEMENT, LLC
WOLFSON WEALTH MANAGEMENT, LLC
AUM
$51M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at WOLFSON WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1834237
Firm CRD# 282661
No disclosures on file
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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