Justin D. Burt

RELEVANT WEALTH ADVISORS

Mill Valley, CA 94941

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CRD#: 2989359

Professional summary

Justin Dale Burt, CFA is a registered financial advisor currently at RELEVANT WEALTH ADVISORS, LLC located in Mill Valley, California.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Justin has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 87, Series 16 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Dale Burt's CRS (Customer Relationship Summary).

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®

CFA

Chartered Financial Analyst

Experience

Current

December 15, 2003 - Present

RELEVANT WEALTH ADVISORS, LLC

Office #1: 2 Belvedere Place Ste 350, Mill Valley, CA 94941

RIA

CRD#: 1489

Mill Valley, CA

Past

July 23, 1999 - August 4, 2021

RELEVANT WEALTH ADVISORS, LLC

CRD#: 1489

LARKPSUR, CA

Past

February 23, 1998 - April 1, 1999

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SMITHFIELD, RI

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".

RELEVANT WEALTH ADVISORS, LLC

COLLINS & CO. | RELEVANT WEALTH ADVISORS, LLC | RELEVANT WEALTH & INSURANCE SERVICES, LLC | RELEVANT WEALTH | COLLINS & COMPANY, LLC

CRD#: 1489 / SEC#: 801-56354, 8-14903

RIA

Registered Investment Advisory firm - SEC (4/12/1999 Approved)

Terminated by SEC on 10/01/2021

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.

Highlighted states indicate IAR registrations

IAR

California
(12/15/2003)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/15/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/2/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 87

Date: 9/2/2004

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 16

Date: 12/5/2003

NYSE Supervisory Analyst Examination

General Industry/Product Exam

Series 7

Date: 2/18/1998

General Securities Representative Examination

Current Firm

RELEVANT WEALTH ADVISORS, LLC

COLLINS & CO. | RELEVANT WEALTH ADVISORS, LLC | RELEVANT WEALTH & INSURANCE SERVICES, LLC | RELEVANT WEALTH | COLLINS & COMPANY, LLC

CRD#: 1489 / SEC#: 801-56354, 8-14903

RIA

Registered Investment Advisory firm - SEC (4/12/1999 Approved)

Terminated by SEC on 10/01/2021

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Contact information

Main Address

2 Belvedere Place Ste 350, Mill Valley, CA 94941

Mailing Address

Phone number

(415) 925-4000

Established

California since 07/01/1999

Firm type

Limited Liability Company

Fiscal year end

December

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RELEVANT WEALTH ADVISORS WRAP BROCHURE (3/3/2025)

RELEVANT WEALTH ADVISORS ADV PART 2A (3/3/2025)

Direct owners and executive officers

Name	Position	CRD#
RAABE, BRUCE JON	CHIEF COMPLIANCE OFFICER, CEO, CFO & MANAGING MEMBER	2268947

Regulatory assets under management

Total Number of Accounts	41
AUM (Assets Under Management)	$ 681,532,553

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.

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Firm Stability Insights

Justin D. Burt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Dale Burt's CRS (Customer Relationship Summary).

Certified licenses

Experience

RELEVANT WEALTH ADVISORS, LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

RELEVANT WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/15/2000

Series 63

Date: 3/2/1998

SIE

Date: 10/1/2018

Series 87

Date: 9/2/2004

Series 16

Date: 12/5/2003

Series 7

Date: 2/18/1998

Current Firm

RELEVANT WEALTH ADVISORS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Red Flags

Company Information

RELEVANT WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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