Justin W. Rae

BRUNO MOUNTAIN ADVISORY

Bend, OR 97703

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CRD#: 4988051

Professional summary

Justin Wayne Rae, CFP®, who also goes by Justin Rae, Justin Salido, is a registered financial advisor currently at BRUNO MOUNTAIN ADVISORY, LLC located in Bend, Oregon.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Justin has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Justin Rae | Justin Salido

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 Wayne Rae'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

Start date: 2010

Experience

Current

June 22, 2023 - Present

BRUNO MOUNTAIN ADVISORY, LLC

Office #1: 105 Nw Riverfront Street, Bend, OR 97703

RIA

CRD#: 327235

Bend, OR

Past

October 16, 2015 - July 28, 2023

NORTHLINE WEALTH MANAGEMENT LLC

RIA

CRD#: 150422

BEND, OR

Past

October 16, 2015 - November 8, 2019

MUTUAL SECURITIES, INC.

CRD#: 13092

Bend, OR

Past

June 1, 2009 - October 20, 2015

MORGAN STANLEY

RIA

CRD#: 149777

BEND, OR

Past

June 1, 2009 - October 20, 2015

MORGAN STANLEY

CRD#: 149777

BEND, OR

Past

October 7, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

BEND, OR

Past

September 5, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

BEND, OR

Past

August 19, 2005 - September 19, 2008

UBS FINANCIAL SERVICES INC.

CRD#: 8174

BEND, OR

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

Oregon
(6/22/2023)

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: 9/6/2005

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: 8/18/2005

General Securities Representative Examination

Current Firm

BRUNO MOUNTAIN ADVISORY, LLC

CRD#: 327235 / SEC#:

Oregon

Registered Investment Advisory firm - (6/22/2023 Approved)

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Contact information

Main Address

105 Nw Riverfront Street, Bend, OR 97703

Mailing Address

70 Sw Century Dr. Suite 100 Pmb 503, Bend, OR 97702

Phone number

(541) 610-7992

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	136
AUM (Assets Under Management)	$ 45,761,005

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 W. Rae

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Wayne Rae's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRUNO MOUNTAIN ADVISORY, LLC

NORTHLINE WEALTH MANAGEMENT LLC

MUTUAL SECURITIES, INC.

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

UBS FINANCIAL SERVICES INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/6/2005

SIE

Date: 10/1/2018

Series 7

Date: 8/18/2005

Current Firm

BRUNO MOUNTAIN ADVISORY, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BRUNO MOUNTAIN ADVISORY, LLC

TRUST BUT VERIFY

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