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Justin H Steingraber

Justin H. Steingraber

BOYD WEALTH MANAGEMENT
SACRAMENTO, CA 95815
Some features on this profile are disabled
CRD#: 5682293
Justin H Steingraber

Professional summary

Justin H Steingraber, CFP® is a registered financial advisor currently at BOYD WEALTH MANAGEMENT, LLC located in Sacramento, California.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. 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

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 H Steingraber'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: 2022

Experience

Current

August 6, 2020 - Present

BOYD WEALTH MANAGEMENT, LLC

Office #1: 1545 River Park Drive Suite 202, Sacramento, CA 95815
RIA
CRD#: 293990
SACRAMENTO, CA
Past

August 16, 2019 - July 14, 2020

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
LINCOLN HILLS, CA
Past

August 16, 2019 - July 14, 2020

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
LINCOLN HILLS, CA
Past

October 1, 2015 - July 24, 2019

J.P. MORGAN PRIVATE WEALTH ADVISORS LLC

RIA
CRD#: 108559
Palo Alto, CA
Past

September 30, 2015 - July 24, 2019

FIRST REPUBLIC SECURITIES COMPANY, LLC

BD
CRD#: 105108
Palo Alto, CA
Past

July 12, 2011 - October 2, 2015

CONSTELLATION WEALTH ADVISORS LLC

RIA
CRD#: 142502
MENLO PARK, CA
Past

July 12, 2011 - October 2, 2015

CONSTELLATION WEALTH ADVISORS LLC

BD
CRD#: 142502
MENLO PARK, CA
Past

April 20, 2010 - July 7, 2011

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
SAN JOSE, CA
Past

December 7, 2009 - July 7, 2011

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
SAN JOSE, CA

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".
BW
BOYD WEALTH MANAGEMENT, LLC
BOYD WEALTH MANAGEMENT, LLC

CRD#: 293990 / SEC#: 801-113198

RIA
Registered Investment Advisory firm - (5/11/2018 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.

Highlighted states indicate IAR registrations

IAR
California
(8/7/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/22/2010
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/3/2009
General Securities Representative Examination

Current Firm

BW
BOYD WEALTH MANAGEMENT, LLC
BOYD WEALTH MANAGEMENT, LLC

CRD#: 293990 / SEC#: 801-113198

RIA
Registered Investment Advisory firm - (5/11/2018 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1375 Exposition Blvd Suite 220, Sacramento, CA 95815
Mailing Address
Phone number
(916) 367-0532
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (3/5/2025)

Regulatory assets under management

Total Number of Accounts452
AUM (Assets Under Management)$ 345,018,336

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.

Company Information

BOYD WEALTH MANAGEMENT, LLC

CRD#: 293990Sacramento, CA 95815

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