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JR

Justin Benjamin Rolnitzky

ASSET ALLOCATION STRATEGIES
FARMINGTON, MI
·CRD# 6030236·14 years experience

Professional Summary

Justin Benjamin Rolnitzky is a registered financial advisor currently at ASSET ALLOCATION STRATEGIES, LLC located in Farmington, Michigan and GLP INVESTMENT SERVICES, LLC located in Farmington, Michigan. Justin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Justin has worked at 2 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

14 years in the financial services industry

Current & Past Employments

ASSET ALLOCATION STRATEGIES, LLC·CRD# 152339
RIA
33335 Grand River, Farmington, MI 48336
September 21, 2012 - Present
GLP INVESTMENT SERVICES, LLC·CRD# 25450
BD
1. 33335 Grand River, Farmington, MI 483362. 33335 Grand River, Farmington, MI 48336
February 22, 2012 - Present

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Current Firm

AA
ASSET ALLOCATION STRATEGIES, LLC

ASSET ALLOCATION STRATEGIES, LLC

CRD#: 152339 / SEC#: 801-106707
RIA
Registered Investment Advisory firm - SEC (9/28/2015 Approved)
Massachusetts
Registered Investment Advisory firm - Massachusetts (3/30/2021 Terminated)
Michigan
Registered Investment Advisory firm - Michigan (3/30/2021 Terminated)
Vermont
Registered Investment Advisory firm - Vermont (6/14/2018 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

33335 Grand River, Farmington, MI 48336

Phone Number

(248) 489-0101

# of Employees

45

SEC notice filing (22 States and Territories)

Registered to provide investment advisory services in 22 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ASSET ALLOCATION STRATEGIES, LLC FORM 2A 2025 (9/18/2026)

Regulatory Assets Under Management

Total Number of Accounts

6,660

AUM (Assets Under Management)

$1,019,375,000

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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) GLP & ASSOCIATES | INVESTMENT RELATED | FARMINGTON, MI | NATURE: LIFE INSURANCE/ANNUITY SALES | POSITION: INSURANCE AGENT| START DATE: 08/2012 | APX 5 HOURS PER MONTH, 5 DURING TRADING HOURS | DUTIES: LIFE INSURANCE AND FIXED/INDEX ANNUITY SALES AND SERVICING INSURANCE CLIENTS.
(2) ASSET ALLOCATION STRATEGIES, LLC | INVESTMENT RELATED | FARMINGTON, MI | NATURE: INVESTMENT ADVISOR | POSITION: IAR / PRINCIPAL & DIRECTOR OF OPS. | START DATE: 09/2012 | APX. 70 HOURS PER MONTH, 60-65 DURING TRADING HOURS/EXCLUDING HOLIDAYS | DUTIES: PRINCIPAL & DIRECTOR OF OPS - SUPERVISE, TRAIN AND ASSIST OTHER ADVISORS, BACK OFFICE ADMINISTRATION/OPERATIONS, COMPLIANCE. IAR - SERVICE AND ACTIVELY MANAGE ADVISORY ACCOUNTS/CLIENTS.

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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".
AA
ASSET ALLOCATION STRATEGIES, LLC

ASSET ALLOCATION STRATEGIES, LLC

CRD#: 152339 / SEC#: 801-106707
RIA
Registered Investment Advisory firm - SEC (9/28/2015 Approved)
Massachusetts
Registered Investment Advisory firm - Massachusetts (3/30/2021 Terminated)
Michigan
Registered Investment Advisory firm - Michigan (3/30/2021 Terminated)
Vermont
Registered Investment Advisory firm - Vermont (6/14/2018 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
IAR
Florida
(8/6/2021)
IAR
Georgia
(6/11/2021)
RR
Michigan
(3/14/2012)
IAR
Michigan
(9/21/2012)
RR
Nebraska
(10/16/2019)
RR
Nevada
(1/12/2025)
RR
New Hampshire
(1/12/2025)
RR
New Mexico
(1/12/2025)
RR
New York
(1/12/2025)
IAR
North Carolina
(6/2/2021)
RR
North Carolina
(1/12/2025)
RR
Ohio
(1/13/2025)
RR
Oklahoma
(1/12/2025)
RR
Oregon
(1/12/2025)
RR
Pennsylvania
(2/6/2014)
RR
South Carolina
(1/12/2025)
RR
South Dakota
(1/12/2025)
IAR
Texas
(5/20/2021)
IAR
Washington
(5/20/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Mar 2012About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Feb 2012About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Jan 2019About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Justin Benjamin Rolnitzky's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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JR
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