Justin A. Belkin

FINANCIAL BOSS

Plainview, NY 11803

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CRD#: 4915066

Professional summary

Justin Alexander Belkin, CFP® is a registered financial advisor currently at FINANCIAL BOSS located in Plainview, New York.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Justin has worked at 4 firms and has passed the Series 66, Series 31, Series 7, Series 24, Series 10 and Series 9 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.

TAX BOSS ADVISORS, NON-INVESTMENT RELATED, PLAINVIEW, NY, SINCE OCTOBER 2025, 20 HOURS PER/MONTH TOWN OF BABYLON INDUSTRIAL DEVELOPMENT AGENCY, NON-INVESTMENT RELATED, BABYLON, NY, SINCE JANUARY 2018, 2 HOURS PER/MONTH

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Alexander Belkin'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®

CFP^®

Certified Financial Planner

Experience

Current

March 27, 2022 - Present

FINANCIAL BOSS

Office #1: 100 Terminal Drive, Plainview, NY 11803

RIA

CRD#: 319060

Plainview, NY

Past

October 10, 2007 - September 16, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

SMITHTOWN, NY

Past

August 7, 2006 - October 12, 2007

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA

CRD#: 16361

GARDEN CITY, NY

Past

August 7, 2006 - October 12, 2007

BANC OF AMERICA INVESTMENT SERVICES, INC.

CRD#: 16361

GARDEN CITY, NY

Past

January 3, 2006 - January 27, 2006

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

GREAT NECK, NY

Past

April 5, 2005 - January 27, 2006

MORGAN STANLEY DW INC.

CRD#: 7556

GREAT NECK, NY

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
(3/27/2022)

IAR

Texas
(8/22/2025)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/28/2005

Uniform Combined State Law Examination

General Industry/Product Exam

Series 31

Date: 4/29/2005

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 4/4/2005

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/21/2009

General Securities Principal Examination

Principal/Supervisory Exam

Series 10

Date: 11/4/2008

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 10/13/2008

General Securities Sales Supervisor - Options Module Examination

Current Firm

FINANCIAL BOSS

FINANCIAL BOSS | FINANCIAL BOSS ADVISORS LLC

CRD#: 319060 / SEC#:

New York

Registered Investment Advisory firm - (3/27/2022 Approved)

Texas

Registered Investment Advisory firm - (8/1/2025 Conditional Restricted)

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Contact information

Main Address

100 Terminal Drive, Plainview, NY 11803

Mailing Address

Phone number

(631) 888-9109

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Justin A. Belkin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Alexander Belkin's CRS (Customer Relationship Summary).

Certified licenses

Experience

CITIGROUP GLOBAL MARKETS INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

BANC OF AMERICA INVESTMENT SERVICES, INC.

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 4/28/2005

Series 31

Date: 4/29/2005

Series 7

Date: 4/4/2005

Series 24

Date: 5/21/2009

Series 10

Date: 11/4/2008

Series 9

Date: 10/13/2008

Current Firm

FINANCIAL BOSS

Contact information

Documents

Red Flags

Company Information

FINANCIAL BOSS

TRUST BUT VERIFY

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