Justin Budnick (CRD# 5972737) is an Investment Advisor Representative working at Budnick Capital, LLC in East Hartford, CT and has over 9 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 4297910
Milestone Asset Management Group, LLC
CRD# 2756063
Advice And Planning Services
Company Name | Location | Dates | Years |
---|---|---|---|
Osaic Wealth, Inc. | East Hartford, CT | Sep 2023 - Current | < 1 |
Budnick Capital, LLC | East Hartford, CT | Jun 2019 - Current | 4 |
Justin Budnick, Sole Proprietor | East Hartford, CT | May 2014 - Current | 9 |
Sagepoint Financial, Inc. | East Hartford, CT | May 2019 - Sep 2023 | 4 |
Guardian Life Insurance Company | West Hartford, CT | Jun 2015 - Jun 2019 | 4 |
Physicians Wealth Strategies | East Hartford, CT | Sep 2014 - Jun 2019 | 4 |
Park Avenue Securities, LLC | Farmington, CT | Jun 2014 - Jun 2019 | 5 |
Park Avenue Securities LLC | West Hartford, CT | Mar 2014 - Jun 2019 | 5 |
Guardian Life Insurance Company | Farmington, CT | Sep 2011 - Jun 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2014 |
- CT
- MA
- NJ
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CT, MA, NJ, TX
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