Justin Burt, financial advisor Mill Valley CA
96 score

Justin Burt

CRD Number: 2989359
Current Firm: Relevant Wealth Advisors, LLC

Justin Burt (CRD# 2989359) is an Investment Advisor Representative working at Relevant Wealth Advisors, LLC in Mill Valley, CA and has over 18 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Collins & Company Larkspur, CA Mar 1999 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1998
S65 NASAA Investment Advisors Law Examination Nov 2000
Contact Info for Justin D. Burt
Phone Number: 415-925-4000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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