Justin S. Robertson

TRUIST ADVISORY SERVICES | Financial Advisor

JUPITER, FL 33477

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CRD#: 4302130

Professional summary

Justin Samuel Robertson is a registered financial advisor currently at TRUIST ADVISORY SERVICES, INC. located in Jupiter, Florida and TRUIST INVESTMENT SERVICES, INC. located in Jupiter, Florida.

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 11 firms and has passed the Series 66, SIE, Series 31 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 Samuel Robertson'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

April 23, 2025 - Present

TRUIST ADVISORY SERVICES, INC.

Office #1: 150 S Us Hwy # 1 Ste 400, Jupiter, FL 33477

RIA

CRD#: 283390

JUPITER, FL

Current

April 17, 2025 - Present

TRUIST INVESTMENT SERVICES, INC.

Office #1: 150 S Us Highway 1 Fl 4, Jupiter, FL 33477

CRD#: 17499

JUPITER, FL

Past

July 16, 2021 - April 14, 2025

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

JUPITER, FL

Past

June 30, 2021 - April 14, 2025

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

JUPITER, FL

Past

February 17, 2021 - July 7, 2021

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

ATLANTA, GA

Past

February 17, 2021 - July 7, 2021

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

WEST PALM BEACH, FL

Past

January 2, 2018 - February 17, 2021

BB&T SECURITIES, LLC

RIA

CRD#: 142785

RICHMOND, VA

Past

January 2, 2018 - February 17, 2021

BB&T SECURITIES, LLC

CRD#: 142785

RICHMOND, VA

Past

October 12, 2015 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

RIA

CRD#: 33856

PALM BEACH GARDENS, FL

Past

October 7, 2015 - January 2, 2018

BB&T INVESTMENT SERVICES, INC.

CRD#: 33856

PALM BEACH GARDENS, FL

Past

April 16, 2010 - October 7, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

STUART, FL

Past

April 16, 2010 - October 7, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

STUART, FL

Past

June 19, 2009 - April 9, 2010

UNITED BROKERAGE SERVICES, INC

RIA

CRD#: 39062

HARRISONBURG, VA

Past

June 19, 2009 - April 9, 2010

UNITED BROKERAGE SERVICES, INC

CRD#: 39062

HARRISONBURG, VA

Past

August 30, 2006 - January 29, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

HARRISONBURG, VA

Past

August 30, 2006 - January 29, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

HARRISONBURG, VA

Past

August 24, 2004 - August 16, 2006

IFMG SECURITIES, INC.

RIA

CRD#: 14416

TOMS RIVER, NJ

Past

August 24, 2004 - August 16, 2006

IFMG SECURITIES, INC.

CRD#: 14416

TOMS RIVER, NJ

Past

August 26, 2003 - August 12, 2004

ESSEX NATIONAL SECURITIES, LLC

RIA

CRD#: 25454

BROOKLYN, NY

Past

August 26, 2003 - August 12, 2004

ESSEX NATIONAL SECURITIES, LLC

CRD#: 25454

NAPA, CA

Past

September 16, 2002 - August 26, 2003

QUICK & REILLY, INC.

RIA

CRD#: 11217

POINT PLEASANT, NJ

Past

September 16, 2002 - August 26, 2003

QUICK & REILLY, INC.

CRD#: 11217

NEW YORK, NY

Past

June 3, 2002 - December 12, 2002

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

TOMS RIVER, NJ

Past

December 18, 2000 - December 12, 2002

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, 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".

TRUIST ADVISORY SERVICES, INC.

SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.

CRD#: 283390 / SEC#: 801-107729

RIA

Registered Investment Advisory firm - (5/18/2016 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.

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

Florida
(4/17/2025)

IAR

Florida
(4/23/2025)

New Jersey
(4/17/2025)

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: 8/18/2001

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 1/16/2001

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 12/14/2000

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

TRUIST ADVISORY SERVICES, INC.

SUNTRUST ADVISORY SERVICES LLC | TRUIST ADVISORY SERVICES, INC. | SUNTRUST ADVISORY SERVICES, INC.

CRD#: 283390 / SEC#: 801-107729

RIA

Registered Investment Advisory firm - (5/18/2016 Approved)

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See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

303 Peachtree Street 2nd Floor, Atlanta, GA 30303

Mailing Address

Po Box 4418 Mc 107, Atlanta, GA 30302

Phone number

(800) 874-4770

Established

Firm type

Fiscal year end

# of Employees

2,469

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TAS AMC WRAP MANAGED PROGRAMS BROCHURE (10/31/2025)

TAS CONSULTING SERVICES AMC ADVANTAGE FIRM BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	124,363
AUM (Assets Under Management)	$ 67,736,740,585

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/24/2025	Cover Page	Report
03/28/2024	Cover Page	Report
04/26/2023	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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Justin S. Robertson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Samuel Robertson's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRUIST INVESTMENT SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

TRUIST ADVISORY SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

BB&T SECURITIES, LLC

BB&T SECURITIES, LLC

BB&T INVESTMENT SERVICES, INC.

BB&T INVESTMENT SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

UNITED BROKERAGE SERVICES, INC

UNITED BROKERAGE SERVICES, INC

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

IFMG SECURITIES, INC.

IFMG SECURITIES, INC.

ESSEX NATIONAL SECURITIES, LLC

ESSEX NATIONAL SECURITIES, LLC

QUICK & REILLY, INC.

QUICK & REILLY, INC.

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

TRUIST ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 8/18/2001

SIE

Date: 10/1/2018

Series 31

Date: 1/16/2001

Series 7

Date: 12/14/2000

FINRA

Current Firm

TRUIST ADVISORY SERVICES, INC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

TRUIST ADVISORY SERVICES, INC.

TRUST BUT VERIFY

Contact information

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