Robert Just (CRD# 1834237) is an Investment Advisor Representative working at Main Street Wealth Management, LLC in Baldwinsville, NY and has over 35 years of experience in the finance industry. Robert Just has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5591004
Cadaret Grant & Co Inc.
CRD# 4349306
Lpl Financial LLC
CRD# 1200413
Rbc Capital Markets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Main Street Wealth Management | Baldwinsville, NY | Feb 2019 - Current | 5 |
| Wolfson Wealth Management, LLC | Syracuse, NY | Jan 2016 - Nov 2018 | 2 |
| Blue Ocean Strategic Capital, LLC | Syracuse, NY | Mar 2012 - Dec 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 1988 |
- NY
-
Total Assets Under Management10MILLIONS
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Total Number of Accounts44ACCOUNTS
-
Average Account Value$228,183
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
NY
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