Justin B. Weintraub

TRIDENT ADVISORS LLC

Woodbury, NY 11797

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CRD#: 3257392

Professional summary

Justin Beer Weintraub, who also goes by Justin Bar Weintrand, is a registered financial advisor currently at TRIDENT ADVISORS LLC located in Woodbury, New York and TRIDENT PARTNERS LTD. located in Woodbury, New York.

Justin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Justin has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Justin Bar Weintrand

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 Beer Weintraub'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®

None

Experience

Current

April 26, 2021 - Present

TRIDENT ADVISORS LLC

Office #1: 181 Crossways Park Drive, Woodbury, NY 11797

RIA

CRD#: 145231

Woodbury, NY

Current

April 26, 2021 - Present

TRIDENT PARTNERS LTD.

Office #1: 181 Crossways Park Drive, Woodbury, NY 11797Office #2: 181 Crossways Park Drive, Woodbury, NY 11797

CRD#: 41258

Woodbury, NY

Past

June 22, 2012 - April 27, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

MITCHEL FIELD, NY

Past

June 22, 2012 - April 27, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MITCHEL FIELD, NY

Past

March 7, 2008 - July 12, 2012

GILFORD FINANCIAL CORP.

RIA

CRD#: 126593

MELVILLE, NY

Past

August 25, 2005 - July 12, 2012

GILFORD SECURITIES INCORPORATED

CRD#: 8076

MELVILLE, NY

Past

August 30, 2002 - August 29, 2005

AXIOM CAPITAL MANAGEMENT, INC.

CRD#: 26580

NEW YORK, NY

Past

March 27, 2000 - September 11, 2002

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

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.

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

California
(4/26/2021)

IAR

California
(4/26/2021)

Delaware
(10/17/2025)

Florida
(4/26/2021)

IAR

Florida
(6/15/2021)

Maryland
(4/26/2021)

Michigan
(4/26/2021)

Minnesota
(4/26/2021)

New Hampshire
(5/7/2021)

New Jersey
(4/26/2021)

IAR

New Jersey
(4/27/2021)

New York
(4/26/2021)

IAR

New York
(4/26/2021)

North Carolina
(4/28/2021)

IAR

North Carolina
(3/29/2022)

Pennsylvania
(4/26/2021)

Virginia
(5/5/2021)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/17/2000

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/24/2000

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

TRIDENT ADVISORS LLC

MADISON GLOBAL PARTNERS LLC | TRIDENT ADVISORS LLC

CRD#: 145231 / SEC#:

California

Registered Investment Advisory firm - (4/11/2008 Approved)

Connecticut

Registered Investment Advisory firm - (1/14/2013 Approved)

Florida

Registered Investment Advisory firm - (3/19/2009 Approved)

Maryland

Registered Investment Advisory firm - (4/29/2021 Terminated)

New Jersey

Registered Investment Advisory firm - (1/15/2013 Approved)

New York

Registered Investment Advisory firm - (4/1/2013 Approved)

North Carolina

Registered Investment Advisory firm - (3/24/2022 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

181 Crossways Park Drive, Woodbury, NY 11797

Mailing Address

Phone number

(516) 681-9100

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	41
AUM (Assets Under Management)	$ 12,185,072

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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Advisor Monitoring

Firm Stability Insights

Justin B. Weintraub

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Beer Weintraub's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRIDENT PARTNERS LTD.

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

GILFORD FINANCIAL CORP.

GILFORD SECURITIES INCORPORATED

AXIOM CAPITAL MANAGEMENT, INC.

UBS FINANCIAL SERVICES INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 4/17/2000

SIE

Date: 10/1/2018

Series 7

Date: 3/24/2000

FINRA

Current Firm

TRIDENT ADVISORS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TRIDENT ADVISORS LLC

TRUST BUT VERIFY

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