Justin E. Deutsch

WEYBOSSET RESEARCH & MANAGEMENT

Providence, RI 02903

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CRD#: 4079675

Professional summary

Justin Edward Deutsch, who also goes by Justin Eward Deutsch, is a registered financial advisor currently at WEYBOSSET RESEARCH & MANAGEMENT, LLC located in Providence, Rhode Island.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Justin has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Justin Eward Deutsch

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 Edward Deutsch'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®

None

Experience

Current

September 2, 2015 - Present

WEYBOSSET RESEARCH & MANAGEMENT, LLC

Office #1: 50 South Main Street Suite 205, Providence, RI 02903

RIA

CRD#: 108047

Providence, RI

Past

April 29, 2010 - October 6, 2014

BAY CREST PARTNERS, LLC

CRD#: 39944

NEW YORK, NY

Past

May 9, 2006 - August 20, 2007

OPUS TRADING FUND LLC

CRD#: 125204

JERICHO, NY

Past

August 21, 2002 - November 25, 2003

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

ST. PETERSBURG, FL

Past

January 6, 2000 - August 31, 2000

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

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".

WEYBOSSET RESEARCH & MANAGEMENT, LLC

WEYBOSSET RESEARCH & MANAGEMENT LLC | WEYBOSSET RESEARCH & MANAGEMENT, LLC

CRD#: 108047 / SEC#: 801-57627

RIA

Registered Investment Advisory firm - (5/26/2000 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

New York
(9/3/2021)

IAR

Rhode Island
(9/19/2021)

IAR

Texas
(9/2/2015)

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: 5/17/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/5/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/6/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/28/2010

General Securities Representative Examination

Current Firm

WEYBOSSET RESEARCH & MANAGEMENT, LLC

WEYBOSSET RESEARCH & MANAGEMENT LLC | WEYBOSSET RESEARCH & MANAGEMENT, LLC

CRD#: 108047 / SEC#: 801-57627

RIA

Registered Investment Advisory firm - (5/26/2000 Approved)

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Contact information

Main Address

50 South Main Street Suite 205, Providence, RI 02903

Mailing Address

Phone number

(401) 421-7171

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 (1/10/2025)

Regulatory assets under management

Total Number of Accounts	341
AUM (Assets Under Management)	$ 314,742,898

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 E. Deutsch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Edward Deutsch's CRS (Customer Relationship Summary).

Certified licenses

Experience

BAY CREST PARTNERS, LLC

OPUS TRADING FUND LLC

RAYMOND JAMES FINANCIAL SERVICES, INC.

PRUDENTIAL EQUITY GROUP, LLC

Primary Firm SEC Registration

WEYBOSSET RESEARCH & MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/17/2016

Series 63

Date: 8/5/2010

SIE

Date: 10/6/2014

Series 7

Date: 4/28/2010

Current Firm

WEYBOSSET RESEARCH & MANAGEMENT, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEYBOSSET RESEARCH & MANAGEMENT, LLC

TRUST BUT VERIFY

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