Robert S. Just
Professional summary
Robert Steven Just, CFP® is a registered financial advisor currently at MAIN STREET WEALTH MANAGEMENT, LLC located in Baldwinsville, New York.
Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Robert has worked at 4 firms and has passed the Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert Steven Just's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1996
Experience
June 6, 2021 - Present
MAIN STREET WEALTH MANAGEMENT, LLC
January 29, 2016 - November 30, 2018
WOLFSON WEALTH MANAGEMENT, LLC
May 25, 1988 - October 30, 1998
IDS LIFE INSURANCE COMPANY
May 25, 1988 - October 30, 1998
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/6/2021)
Exams
Current Firm
MAIN STREET WEALTH MANAGEMENT, LLC
CRD#: 301185 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 60 |
| AUM (Assets Under Management) | $ 13,500,000 |
Red Flags
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