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JB

Justin S. Belair

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CRD#: 5896861
JB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Justin Scott Belair, CFP®, who also goes by Justin S. Belair, Justin Belair, was a registered financial professional .

Justin is a previously registered financial professional and started their career in finance in 2011. Justin had worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Justin S. Belair | Justin Belair

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.
1. BEDROCK FINANCIAL GROUP, LLC, NON-INVESTMENT RELATED, 3 EXECUTIVE PARK DRIVE, SUITE 216, BEDFORD, NH 03110, TAX ADVISORY SERVICE, MEMBER, 08/2010, 40 HRS./MO., 10 HRS./MO./TRADING HRS., ACCOUNTING AND TAX PREPARATION / ACCOUNTING AND TAX PLANNING; 2. LAW OFFICES OF GOULD & GOULD PLLC, NON-INVESTMENT RELATED, 183 MAMMOTH ROAD, LONDONDERRY, NH 03053, LAWYER / LEGAL SERVICES, ATTORNEY AT LAW, 01/2011, 160 HRS./MO., 110 HRS./MO./TRADING HRS., PROVIDE TRANSACTIONAL LEGAL SERVICES; 3. SELF EMPLOYED INSURANCE SALES - LIFE INSURANCE/ANNUITIES, NOT INVESTMENT RELATED, WINDHAM, NH, START DATE = 8/2010, INSURANCE AND FIXED ANNUITY SALES, 2 HRS./MO., 0 HRS./MO./TRADING HRS. 4. SELF - EMPLOYED REAL ESTATE SALES - NOT INVESTMENT RELATED, START DATE = 1/2012, REAL ESTATE BROKER, 2 HRS./MO., 0 HRS./MO./TRADING HRS. 5. OLDE PATRIOT TITLE & CLOSING SERVICES - TITLE COMPANY, NON - INVESTMENT RELATED, START DATE = 1/2011, 15 HRS./MO., 10 HRS./MO./TRADING HRS.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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®

Experience


Past

November 2, 2021 - August 31, 2023

NEIRG WEALTH MANAGEMENT, LLC

RIA
CRD#: 317032
Londonberry, NH
Past

November 27, 2019 - November 2, 2021

NEW ENGLAND INVESTMENT & RETIREMENT GROUP, INC.

RIA
CRD#: 133096
Londonderry, NH
Past

March 21, 2011 - December 31, 2020

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

BD
CRD#: 18487
Franklin, NH
Past

March 14, 2011 - December 31, 2020

AMERICAN PORTFOLIOS ADVISORS, INC

RIA
CRD#: 112697
HOLBROOK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 3/9/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


NW
NEIRG WEALTH MANAGEMENT, LLC
NEIRG | NEW ENGLAND INVESTMENT & RETIREMENT GROUP | NEIRG WEALTH MANAGEMENT, LLC

CRD#: 317032 / SEC#: 801-122558

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Contact information


Main Address
231 Sutton Street Suites 2a And 2b, North Andover, MA 01845
Mailing Address
Phone number
(978) 975-2559
Established
Firm type
Fiscal year end
# of Employees
15

Documents


Latest Form ADV

Part 2 Brochures

NEIRG WEALTH MANAGEMENT, LLC PART 2A BROCHURE (9/27/2023)

Regulatory assets under management


Total Number of Accounts2,552
AUM (Assets Under Management)$ 899,331,214

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


NEIRG WEALTH MANAGEMENT, LLC

CRD#: 317032

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