Kurt J. Dupuis
Professional summary
Kurt Justin Dupuis, CIMA®, who also goes by Justin Kurt Dupuis, is a registered financial advisor currently at ROOT WEALTH MANAGEMENT located in Decatur, Georgia.
Kurt is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Kurt has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kurt Justin Dupuis's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 13, 2024 - Present
ROOT WEALTH MANAGEMENT
April 17, 2017 - March 19, 2024
TOUCHSTONE ADVISORS INC
April 17, 2017 - March 19, 2024
TOUCHSTONE SECURITIES, INC.
January 6, 2011 - April 13, 2017
FEDERATED GLOBAL INVESTMENT MANAGEMENT CORP.
January 6, 2011 - April 17, 2017
MDT ADVISERS, A DIVISION OF FEDERATED MDTA LLC
September 20, 2010 - April 13, 2017
FEDERATED SECURITIES CORP.
September 20, 2010 - April 13, 2017
FEDERATED INVESTMENT COUNSELING
August 31, 2010 - April 13, 2017
FEDERATED SECURITIES CORP.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/13/2024)
(4/23/2024)
(7/17/2024)
Exams
Current Firm
ROOT WEALTH MANAGEMENT
CRD#: 329683 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 81 |
| AUM (Assets Under Management) | $ 20,146,288 |
Red Flags
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