Justin Hayes Schleifer
Professional Summary
Justin Hayes Schleifer is a registered financial advisor currently at PORTUM CAPITAL LLC located in New York, New York and COOPERATIVE SECURITIES located in Dulles, Virginia. Justin is registered as a RR (Registered Representative) and started their career in finance in 2012. Justin has worked at 16 firms and has passed the Series 66, Series 62, Series 99TO, Series 57TO, Series 82TO, SIE, Series 79, Series 87, Series 55, Series 7, Series 14, Series 24...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
15 years in the financial services industry
Current & Past Employments
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Current Firm
COLDSTREAM SECURITIES, INC.
Contact Information
Main Address
One 100th Avenue Ne Suite 102, Bellevue, WA 98004Mailing Address
One 100th Avenue Ne Suite 102, Bellevue, WA 98004Phone Number
(425) 283-1600Established
Delaware since 03/05/1995Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (12 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Regulatory Event
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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.
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State Registrations and Notice Filings
(12/3/2019)
(3/9/2023)
(11/25/2025)
(3/21/2024)
(11/25/2025)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 62 — Corporate Securities Limited Representative Examination
Passed Jan 2023Series 82TO — Limited Representative-Private Securities Offerings
Passed Jan 2023About the Series 82TO examSeries 79 — Investment Banking Registered Representative Examination
Passed Oct 2017About the Series 79 examSeries 87 — Research Analyst Exam - Part II Regulations Module
Passed Nov 2012About the Series 87 examSeries 55 — Limited Representative-Equity Trader Exam
Passed Sep 2012SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Justin Hayes Schleifer's CRS (Customer Relationship Summary).
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