Justin H. Schleifer

PORTUM CAPITAL LLC

New York, NY 10005

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CRD#: 5977433

Professional summary

Justin Hayes Schleifer is a registered financial professional 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 15 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 and Series 27 exams.

Question & Answer

Are you a "fiduciary"?

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) - BD

Click below to view Justin Hayes Schleifer's 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®

None

Experience

Current

December 3, 2019 - Present

PORTUM CAPITAL LLC

Office #1: 40 Wall St Suite 1702, New York, NY 10005

CRD#: 300440

New York, NY

Current

October 13, 2022 - Present

COOPERATIVE SECURITIES

Office #1: 20701 Cooperative Way, Dulles, VA 20166

CRD#: 317969

Dulles, VA

Current

February 23, 2024 - Present

ENVOY SECURITIES

Office #1: 1422 S Tryon St, Ste 300, Charlotte, NC 28203

CRD#: 327493

Charlotte, NC

Past

July 25, 2022 - September 16, 2024

IKONA PARTNERS

CRD#: 318986

San Francisco, CA

Past

April 9, 2019 - May 31, 2023

FLYING CLOUD SECURITIES LLC

CRD#: 167621

SAN FRANCISCO, CA

Past

September 7, 2017 - July 9, 2021

GROWTH CAPITAL SERVICES, INC.

CRD#: 124658

SAN FRANCISCO, CA

Past

September 13, 2016 - August 7, 2017

CARTA SECURITIES, LLC

CRD#: 282086

SAN FRANCISCO, CA

Past

April 8, 2015 - December 31, 2016

HOCKING CAPITAL, LLC

CRD#: 148088

SAN FRANCISCO, CA

Past

February 27, 2014 - March 7, 2014

ZEBED SECURITIES, LLC

CRD#: 166469

NEW YORK, NY

Past

December 5, 2013 - September 7, 2017

FORT POINT CAPITAL PARTNERS LLC

RIA

CRD#: 146759

SAN FRANCISCO, CA

Past

November 25, 2013 - September 7, 2017

CYPRESS POINT CAPITAL MANAGEMENT, LLC

RIA

CRD#: 154949

SAN FRANCISCO, CA

Past

October 10, 2013 - September 7, 2017

STRATIFI, LLC

RIA

CRD#: 149862

SAN FRANCISCO, CA

Past

August 23, 2013 - September 7, 2017

PUBVEST SECURITIES, LLC

CRD#: 166428

SAN FRANCISCO, CA

Past

November 5, 2012 - October 14, 2014

BURRILL SECURITIES

CRD#: 140221

SAN FRANCISCO, CA

Past

March 12, 2012 - September 7, 2017

GORDIAN INVESTMENTS, LLC

CRD#: 158611

WALNUT CREEK, CA

State Registrations and Notice Filings

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

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
(12/3/2019)

Massachusetts
(3/9/2023)

North Carolina
(3/21/2024)

Exams

State Security Law Exam

IAR

Series 66

Date: 10/14/2011

Uniform Combined State Law Examination

General Industry/Product Exam

Series 62

Date: 1/2/2023

Corporate Securities Limited Representative Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

Series 57TO

Date: 1/2/2023

Securities Trader Exam

General Industry/Product Exam

Series 82TO

Date: 1/2/2023

Limited Representative-Private Securities Offerings

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 79

Date: 10/10/2017

Investment Banking Registered Representative Examination

General Industry/Product Exam

Series 87

Date: 11/19/2012

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 55

Date: 9/25/2012

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 11/28/2011

General Securities Representative Examination

Principal/Supervisory Exam

Series 14

Date: 1/2/2023

Compliance Officer Examination

Principal/Supervisory Exam

Series 24

Date: 3/26/2012

General Securities Principal Examination

Principal/Supervisory Exam

Series 27

Date: 1/19/2012

Financial and Operations Principal Examination

SRO Registrations

FINRA

Current Firm

ENVOY SECURITIES

ENVOY SECURITIES | ENVOY SECURITIES LLC

CRD#: 327493 / SEC#: , 8-71118

Broker-Dealer Firm Regulated by FINRA (Atlanta district office)

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Contact information

Main Address

1422 S Tryon St, Ste 300, Charlotte, NC 28203

Mailing Address

1422 S Tryon St, Ste 300, Charlotte, NC 28203

Phone number

(704) 251-5164

Established

Delaware since 05/03/2023

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (4 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
ENVOY CAPITAL ADVISORS LLC	MANAGING MEMBER
MARTIN, GARTH MITCHELL	MANAGING DIRECTOR	7433278
POSTIGO, KEVIN ANDRE	DIRECTOR	6343857
SCHLEIFER, JUSTIN HAYES	CHIEF COMPLIANCE OFFICER/FINOP	5977433

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Justin H. Schleifer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Justin Hayes Schleifer's CRS (Customer Relationship Summary).

Certified licenses

Experience

COOPERATIVE SECURITIES

ENVOY SECURITIES

IKONA PARTNERS

FLYING CLOUD SECURITIES LLC

GROWTH CAPITAL SERVICES, INC.

CARTA SECURITIES, LLC

HOCKING CAPITAL, LLC

ZEBED SECURITIES, LLC

FORT POINT CAPITAL PARTNERS LLC

CYPRESS POINT CAPITAL MANAGEMENT, LLC

STRATIFI, LLC

PUBVEST SECURITIES, LLC

BURRILL SECURITIES

GORDIAN INVESTMENTS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/14/2011

Series 62

Date: 1/2/2023

Series 99TO

Date: 1/2/2023

Series 57TO

Date: 1/2/2023

Series 82TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 79

Date: 10/10/2017

Series 87

Date: 11/19/2012

Series 55

Date: 9/25/2012

Series 7

Date: 11/28/2011

Series 14

Date: 1/2/2023

Series 24

Date: 3/26/2012

Series 27

Date: 1/19/2012

FINRA

Current Firm

ENVOY SECURITIES

Contact information

FINRA licenses (4 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

ENVOY SECURITIES

TRUST BUT VERIFY

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