Justin Steingraber (CRD# 5682293) is an Investment Advisor Representative working at Boyd Wealth Management, LLC in Sacramento, CA and has over 14 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 6247916
Chimera Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Boyd Wealth Management, LLC | Sacramento, CA | Jul 2020 - Current | 3 |
| Wells Fargo Clearing Services, LLC | Lincoln, CA | Aug 2019 - Current | 4 |
| Wells Fargo Advisors | Lincoln, CA | Aug 2019 - Jul 2020 | < 1 |
| First Republic Investment Management | Palo Alto, CA | Sep 2015 - Jul 2020 | 4 |
| First Republic Securities Company LLC | Menlo Park, CA | Sep 2015 - Aug 2019 | 3 |
| First Republic Investment Management | Menlo Park, CA | Sep 2015 - Aug 2019 | 3 |
| Constellation Wealth Advisors LLC | Menlo Park, CA | Jul 2011 - Aug 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2010 |
- CA
-
Total Assets Under Management306MILLIONS
-
Total Number of Accounts457ACCOUNTS
-
Average Account Value$668,548
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, FL
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