Justin M. King
STRATEGIC ADVISERS LLC | Vice President Private Wealth Management Advisor
MIDLOTHIAN, VA
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CRD#: 1421557
Professional summary
Justin M King, CFP®, who also goes by Justin Morgan King, Justin King, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Midlothian, Virginia and FIDELITY BROKERAGE SERVICES LLC located in Midlothian, Virginia.
Justin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Justin has worked at 10 firms and has passed the Series 66, Series 63, Series 57TO, SIE, Series 55, Series 3, Series 7, Series 10, Series 9, Series 24 and Series 8 exams.
Biography
We partner with ultra high net worth families, by collaboratively developing holistic plans, that simplify complex financial questions, helping these families build, protect and transfer their wealth
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Justin Morgan King | Justin King
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Justin M King's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Education
DePaul Uninversity, Kellstadt Graduate School of Business
Master of Business Administration (MBA) - Finance, Management
1985
University of Iowa, Tippie College of Business
Bachelor of Business Administration - Finance, Marketing
1982
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 15521 Midlothian Tpke, Midlothian, VA 23113RIA
CRD#: 104555
MIDLOTHIAN, VA
Current
October 13, 2014 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 15521 Midlothian Tpke Suite 101, Midlothian, VA 23113BD
CRD#: 7784
MIDLOTHIAN, VA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
MIDLOTHIAN, VA
Past
June 12, 2015 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
GREENWICH, CT
Past
October 3, 2013 - October 7, 2014
CV BROKERAGE, INC
BD
CRD#: 462
WILLIAMSTOWN, NJ
Past
December 24, 2008 - April 11, 2012
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
NEW YORK CITY, NY
Past
November 3, 2008 - November 6, 2012
NATIONAL FINANCIAL SERVICES LLC
BD
CRD#: 13041
NEW YORK CITY, NY
Past
May 13, 2002 - June 16, 2008
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
NEW YORK, NY
Past
March 1, 2002 - May 10, 2002
ABN AMRO INCORPORATED
BD
CRD#: 15776
STAMFORD, CT
Past
April 30, 2001 - March 1, 2002
ABN AMRO SECURITIES LLC
BD
CRD#: 6540
NEW YORK, NY
Past
February 4, 1999 - April 30, 2001
ABN AMRO INCORPORATED
BD
CRD#: 15776
STAMFORD, CT
Past
May 2, 1991 - February 12, 1999
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
NEW YORK, NY
Past
November 20, 1985 - May 13, 1991
DAIN RAUSCHER INCORPORATED
BD
CRD#: 7600
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(8/15/2022)
RR
Alaska(8/15/2022)
RR
Arizona(8/15/2022)
RR
Arkansas(8/15/2022)
RR
California(8/15/2022)
RR
Colorado(8/15/2022)
RR
Connecticut(10/13/2014)
RR
Delaware(8/15/2022)
RR
District of Columbia(8/15/2022)
RR
Florida(1/3/2020)
RR
Georgia(8/15/2022)
RR
Hawaii(8/15/2022)
RR
Idaho(8/15/2022)
RR
Illinois(8/15/2022)
RR
Indiana(8/15/2022)
RR
Iowa(8/15/2022)
RR
Kansas(8/15/2022)
RR
Kentucky(8/15/2022)
RR
Louisiana(8/15/2022)
RR
Maine(8/15/2022)
RR
Maryland(8/15/2022)
IAR
Maryland(3/31/2025)
RR
Massachusetts(12/19/2014)
RR
Michigan(8/15/2022)
RR
Minnesota(8/15/2022)
RR
Mississippi(8/15/2022)
RR
Missouri(8/15/2022)
RR
Montana(8/15/2022)
RR
Nebraska(8/15/2022)
RR
Nevada(8/15/2022)
RR
New Hampshire(8/15/2022)
RR
New Jersey(8/15/2022)
RR
New Mexico(8/15/2022)
RR
New York(1/3/2020)
RR
North Carolina(8/15/2022)
IAR
North Carolina(3/31/2025)
RR
North Dakota(8/15/2022)
RR
Ohio(8/15/2022)
RR
Oklahoma(8/15/2022)
RR
Oregon(8/15/2022)
RR
Pennsylvania(8/15/2022)
RR
Puerto Rico(8/15/2022)
RR
Rhode Island(8/15/2022)
RR
South Carolina(8/15/2022)
RR
South Dakota(8/15/2022)
RR
Tennessee(8/15/2022)
RR
Texas(12/19/2014)
IAR
Texas(3/31/2025)
RR
Utah(12/19/2014)
RR
Vermont(8/15/2022)
RR
Virgin Islands(8/15/2022)
RR
Virginia(8/15/2022)
IAR
Virginia(3/31/2025)
RR
Washington(8/15/2022)
RR
West Virginia(8/15/2022)
RR
Wisconsin(8/15/2022)
RR
Wyoming(8/15/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader ExamGeneral Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 9/13/1999
Limited Representative-Equity Trader ExamGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 4/26/1999
General Securities Sales Supervisor Examination (Options Module & General Module)SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President Private Wealth Management AdvisorCRD#: 104555Midlothian, VATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
