Justin M. Stern

BUCKMAN ADVISORY GROUP LLC

BOCA RATON, FL 33431

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CRD#: 5510926

Professional summary

Justin Mica Stern, CFP®, who also goes by Justin Stern, is a registered financial advisor currently at BUCKMAN ADVISORY GROUP LLC located in Boca Raton, Florida and BUCKMAN, BUCKMAN & REID, INC. located in North Palm Beach, Florida.

Justin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. 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 Stern

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.

37/44 LLC POSITION: Franchise owner NATURE: Vitality Clinic INVESTMENT RELATED: NO NUMBER OF HOURS: 0 Month INVESTMENT RELATED HOURS: 0 Month START DATE: 12/21/2021 ADDRESS: 124 SE 4th terrace, POMPANO BEACH FL 33060 - JG Phoenix, LLC POSITION: Owner; NATURE: Vitality Clinic INVESTMENT RELATED: NO; NUMBER OF HOURS: 5 Month INVESTMENT RELATED HOURS: 0; ADDRESS: 124 SE 4th terrace, POMPANO BEACH FL 33060 START DATE: 12/13/2021 - TAM Investments LLC.POSITION: Member NATURE: Investment Club NUMBER OF HOURS: 5 Month; ADDRESS: 124 SE 4th terrace, POMPANO BEACH FL 33060 START DATE: 3/25/2021; Stern Wealth Management LLC. NATURE: Office exp INVESTMENT RELATED: NO NUMBER OF HOURS: 0 Month INVESTMENT RELATED HOURS: 0 Month START DATE: 1/22/2019 ADDRESS: 124 SE 4th terrace, POMPANO BEACH FL 33060

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Mica Stern'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®

CFP^®

Certified Financial Planner

Start date: 2018

Experience

Current

January 24, 2019 - Present

BUCKMAN ADVISORY GROUP LLC

Office #1: 1001 Yamato Rd., Boca Raton, FL 33431

RIA

CRD#: 131688

BOCA RATON, FL

Current

January 23, 2019 - Present

BUCKMAN, BUCKMAN & REID, INC.

Office #1: 631 Us Highway 1, North Palm Beach, FL 33408

CRD#: 23407

North Palm Beach, FL

Past

April 17, 2014 - January 3, 2019

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

FORT LAUDERDALE, FL

Past

April 10, 2014 - January 3, 2019

TD AMERITRADE, INC.

RIA

CRD#: 7870

FT. LAUDERDALE, FL

Past

April 7, 2014 - January 3, 2019

TD AMERITRADE, INC.

CRD#: 7870

FT. LAUDERDALE, FL

Past

March 3, 2014 - March 18, 2014

HUNTER SCOTT FINANCIAL LLC.

CRD#: 45559

DEERFIELD BEACH, FL

Past

May 30, 2008 - June 3, 2010

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

CORAL SPRINGS, FL

Past

May 12, 2008 - June 3, 2010

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

CORAL SPRINGS, FL

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".

BUCKMAN ADVISORY GROUP LLC

CRD#: 131688 / SEC#: 801-63540

RIA

Registered Investment Advisory firm - (9/24/2004 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

California
(1/22/2025)

Florida
(1/23/2019)

IAR

Florida
(2/4/2019)

IAR

New Jersey
(1/24/2019)

New Jersey
(1/3/2020)

New York
(1/23/2019)

North Carolina
(1/22/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/9/2014

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: 3/3/2014

General Securities Representative Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

Current Firm

BUCKMAN ADVISORY GROUP LLC

CRD#: 131688 / SEC#: 801-63540

RIA

Registered Investment Advisory firm - (9/24/2004 Approved)

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Contact information

Main Address

44 Church Street, Little Silver, NJ 07739

Mailing Address

Phone number

(732) 530-0303

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SEC FORM ADV PART 2A DISCLOSURE BROCHURE (6/2/2025)

Regulatory assets under management

Total Number of Accounts	834
AUM (Assets Under Management)	$ 236,142,403

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/30/2025	Cover Page	Report
11/20/2024	Cover Page	Report
03/04/2024	Cover Page	Report
07/05/2022	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.

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Advisor Monitoring

Firm Stability Insights

Justin M. Stern

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Mica Stern's CRS (Customer Relationship Summary).

Certified licenses

Experience

BUCKMAN, BUCKMAN & REID, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

TD AMERITRADE, INC.

HUNTER SCOTT FINANCIAL LLC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

BUCKMAN ADVISORY GROUP LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/9/2014

SIE

Date: 10/1/2018

Series 7

Date: 3/3/2014

FINRA

Nasdaq Stock Market

Current Firm

BUCKMAN ADVISORY GROUP LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BUCKMAN ADVISORY GROUP LLC

TRUST BUT VERIFY

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