Justin Budnick, financial advisor East Hartford CT

Justin Budnick

CRD Number: 5972737
Current Firm: Budnick Capital, LLC

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.

Similar Advisors
Charles Green, financial advisor East Hartford CT
Charles M. Green
CRD# 2726777
Springboard Asset Management LLC
Similar Advisors
Richard Lopresti, financial advisor East Hartford CT
Richard C. Lopresti
CRD# 4297910
Milestone Asset Management Group, LLC
Similar Advisors
Ross Abbott, financial advisor East Hartford CT
Ross H. Abbott
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
Contact Info for Justin E. Budnick
Phone Number: 860-310-2106
Registered State(s):
  • CT
  • MA
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

CT, MA, NJ, TX

Ready to hire a financial advisor? Get competitive proposals from Justin Budnick and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.