Justin BlatnyCRD Number: 3054044
Current Firm: Strategic Advisers, Inc.
Justin Blatny (CRD# 3054044) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Springfield, OR and has over 19 years of experience in the finance industry.
Kms Financial Services, Inc.
1st Global Advisors Inc.
Sapient Private Wealth Management, LLC
|Fidelity Investments||Boston, MA||Jan 2014 - Current||3|
|Tiaa-cref Individual & Institutional Services LLC||New York, NY||Jul 2005 - Jan 2014||8|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2014|
|S63||Uniform Securities State Law Examination||Nov 1998|
Total Assets Under Management236,390MILLIONS
Total Number of Accounts619,100ACCOUNTS
Average Account Value$381,828
- 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 investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV