Justin Riley Spitler
AIF®, CFP®Professional Summary
Justin Riley Spitler, AIF®, CFP®, who also goes by Justin R Spitler, is a registered financial advisor currently at CERTIFIED ADVISORY CORP located in Altamonte Springs, Florida and FORTUNE FINANCIAL SERIVCES, LLC located in Altamonte Springs, Florida. Justin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Justin has worked at 12 firms and has passed the Series 66, Series 63, SIE, Series 7...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Justin R Spitler
Similar Advisors
SIMPLICITY WEALTH
WORLD INVESTMENT ADVISORS, LLC
STONEX FINANCIAL INC.
SEA FINANCIAL HAWAII
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
SIMPLICITY WEALTH
WORLD INVESTMENT ADVISORS, LLC
STONEX FINANCIAL INC.
SEA FINANCIAL HAWAII
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
SIMPLICITY WEALTH
WORLD INVESTMENT ADVISORS, LLC
STONEX FINANCIAL INC.
SEA FINANCIAL HAWAII
Disclosures on record.
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.
Similar Advisors
SIMPLICITY WEALTH
WORLD INVESTMENT ADVISORS, LLC
STONEX FINANCIAL INC.
SEA FINANCIAL HAWAII
Credentials
Years of Experience
19 years registered in the securities industry
Current & Past Employments
Current
Past
Similar Advisors
SIMPLICITY WEALTH
WORLD INVESTMENT ADVISORS, LLC
STONEX FINANCIAL INC.
SEA FINANCIAL HAWAII
Current Firm
CERTIFIED ADVISORY CORP | CERTIFIED ADVISORY CORP.
Contact Information
Main Address
1111 Douglas Avenue, Altamonte Springs, FL 32714-2033Phone Number
(407) 869-9800# of Employees
39SEC notice filing (24 States and Territories)
Registered to provide investment advisory services in 24 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
6,372AUM (Assets Under Management)
$3,044,536,415Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/15/2026 | Cover Page | Report |
| 01/24/2025 | Cover Page | Report |
| 03/01/2024 | Cover Page | Report |
Similar Advisors
SIMPLICITY WEALTH
WORLD INVESTMENT ADVISORS, LLC
STONEX FINANCIAL INC.
SEA FINANCIAL HAWAII
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
SIMPLICITY WEALTH
WORLD INVESTMENT ADVISORS, LLC
STONEX FINANCIAL INC.
SEA FINANCIAL HAWAII
Primary Firm SEC Registration
CERTIFIED ADVISORY CORP | CERTIFIED ADVISORY CORP.
State Registrations and Notice Filings
(1/23/2018)
(3/29/2021)
(3/29/2021)
(3/29/2021)
(3/29/2021)
(3/29/2021)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Feb 2007About the Series 6 examSRO Registrations
Similar Advisors
SIMPLICITY WEALTH
WORLD INVESTMENT ADVISORS, LLC
STONEX FINANCIAL INC.
SEA FINANCIAL HAWAII
CRS (Client Relationship Summary) - RIA
Click below to view Justin Riley Spitler's CRS (Customer Relationship Summary).
Similar Advisors
SIMPLICITY WEALTH
WORLD INVESTMENT ADVISORS, LLC
STONEX FINANCIAL INC.
SEA FINANCIAL HAWAII