AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JD

Justin N. Detray

WEALTHSPIRE ADVISORS
San Rafael, CA 94903
CRD#: 3190629
Some features on this profile are disabled
JD
Justin Nicolas DetrayWEALTHSPIRE ADVISORS

Professional summary

Justin Nicolas Detray, CFP® is a registered financial advisor currently at WEALTHSPIRE ADVISORS located in San Rafael, California and FIDUCIENT ADVISORS LLC located in Chicago, Illinois.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Justin has worked at 10 firms and has passed the Series 65, Series 55, Series 7 and Series 24 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 Nicolas Detray'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®
CFP®

Certified Financial Planner

Start date: 2015

Experience

Current

August 29, 2024 - Present

WEALTHSPIRE ADVISORS

Office #1: 100 Smith Ranch Road, Suite 300, San Rafael, CA 94903
RIA
CRD#: 106181
San Rafael, CA
Current

June 26, 2026 - Present

FIDUCIENT ADVISORS LLC

Office #1: 500 W. Madison Street, Suite 3260, Chicago, IL 60661
RIA
CRD#: 106720
Chicago, IL
Past

March 31, 2014 - September 11, 2024

WEALTHSPIRE ADVISORS

RIA
CRD#: 110666
SAN RAFAEL, CA
Past

March 22, 2012 - April 22, 2013

FOOTHILL SECURITIES, INC.

BD
CRD#: 1027
MILL VALLEY, CA
Past

April 8, 2011 - March 21, 2012

AVATAR SECURITIES, LLC

BD
CRD#: 147763
NEW YORK, NY
Past

November 24, 2006 - June 30, 2010

FIS BROKERAGE & SECURITIES SERVICES LLC

BD
CRD#: 104162
HOBOKEN, NJ
Past

September 6, 2006 - November 30, 2006

ATLAS TRADING

BD
CRD#: 139820
NEW YORK, NY
Past

April 20, 2006 - August 25, 2006

G-2 TRADING,LLC

BD
CRD#: 44018
NEW YORK, NY
Past

January 8, 2002 - March 4, 2002

BLACKWOOD SECURITIES, LLC

BD
CRD#: 44669
NEW YORK, NY
Past

March 17, 1999 - October 17, 2000

WORLDCO, L.L.C.

BD
CRD#: 24673
NEW YORK, NY

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".
FIDUCIENT ADVISORS LLC
FIDUCIENT ADVISORS LLC
DIMEO SCHNEIDER & ASSOCIATES LLC | FIDUCIENT ADVISORS LLC

CRD#: 106720 / SEC#: 801-48820

RIA
Registered Investment Advisory firm - (3/27/1995 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.

Highlighted states indicate IAR registrations

IAR
California
(8/29/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/29/2014
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 55
Date: 1/15/2008
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 3/16/1999
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/5/2007
General Securities Principal Examination

Current Firm

FIDUCIENT ADVISORS LLC
FIDUCIENT ADVISORS LLC
DIMEO SCHNEIDER & ASSOCIATES LLC | FIDUCIENT ADVISORS LLC

CRD#: 106720 / SEC#: 801-48820

RIA
Registered Investment Advisory firm - (3/27/1995 Approved)
Loading...

Contact information

Main Address
500 W Madison Street Suite 3260, Chicago, IL 60661-4593
Mailing Address
Phone number
(312) 853-1000
Established
Firm type
Fiscal year end
# of Employees
218

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIDUCIENT ADVISORS LLC PART 2A (11/25/2025)

Regulatory assets under management

Total Number of Accounts1,150
AUM (Assets Under Management)$ 67,638,977,771

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
12/10/2025
Cover Page
Report
09/30/2024
Cover Page
Report
11/14/2023
Cover Page
Report
01/23/2023
Cover Page
Report

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

FIDUCIENT ADVISORS LLC

FIDUCIENT ADVISORS LLC

CRD#: 106720San Rafael, CA 94903

TRUST BUT VERIFY

Monitor Justin Detray

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Robert Charles Boland
Robert BolandAdvisorCheck Check Mark
RBC CAPITAL MARKETS, LLC
IAR
RR
Malvern, PA
Kyle Vann Mylius
Kyle MyliusAdvisorCheck Check Mark
HUMANIZE WEALTH
IAR
Seattle, WA
SC
Stephen CutilloAdvisorCheck Check Mark
PARK AVENUE SECURITIES LLC
IAR
RR
Kahului, HI
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.