Justin J. Selig
STRATEGIC ADVISERS LLC | Financial Consultant
ORLANDO, FL
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CRD#: 6303442
Professional summary
Justin J Selig, CFP®, who also goes by Justin Joseph Selig, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Orlando, Florida and FIDELITY BROKERAGE SERVICES LLC located in Winter Park, Florida.
Justin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Justin has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
As your Financial Consultant, I partner with you to understand your financial objectives and help you build a financial plan that is customized to meet your needs. Together, we will work to adapt and revise that plan over time in order to account for the ever-changing factors that life and the financial markets present.
Question & Answer
What are your service offerings?
Retirement Planning
Insurance Planning
Investment Planning
Comprehensive Financial Planni...
What is your minimum asset requirement?
100K
Are you a "fiduciary"?
Yes
Aliases
Justin Joseph Selig
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.
CRS (Client Relationship Summary) - RIA
Click below to view Justin J Selig'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®
CFP®
Start date: 2017
Education
University of Florida
Bachelor of Arts (BA) - Political Science
University of Central Florida
Bachelor of Arts (BA) - Business Administration
2012
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 900 North Orlando Ave, Winter Park, FL 32789-2924RIA
CRD#: 104555
ORLANDO, FL
Current
October 25, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 900 North Orlando Ave, Winter Park, FL 32789-2924BD
CRD#: 7784
WINTER PARK, FL
Past
November 2, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
ALTAMONTE SPRINGS, FL
Past
October 7, 2015 - October 11, 2021
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
Winter Park, FL
Past
September 17, 2015 - October 11, 2021
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
Winter Park, FL
Past
November 6, 2014 - September 10, 2015
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
JACKSONVILLE, FL
Past
March 28, 2014 - September 9, 2015
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
JACKSONVILLE, FL
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(10/29/2021)
RR
Connecticut(10/29/2021)
RR
Florida(10/25/2021)
IAR
Florida(3/31/2025)
RR
Georgia(10/29/2021)
RR
Indiana(11/4/2025)
RR
Iowa(3/4/2022)
RR
Kentucky(11/29/2021)
RR
Maryland(7/8/2022)
RR
Massachusetts(10/29/2021)
RR
Michigan(10/17/2025)
RR
New Jersey(10/29/2021)
RR
New York(7/16/2024)
RR
North Carolina(10/29/2021)
RR
Oklahoma(6/4/2024)
RR
Oregon(3/1/2024)
RR
Pennsylvania(10/29/2021)
RR
South Carolina(10/29/2021)
RR
Tennessee(10/29/2021)
RR
Texas(1/4/2025)
IAR
Texas(3/31/2025)
RR
Virginia(10/17/2025)
RR
Washington(3/1/2024)
RR
Wisconsin(10/29/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Orlando, FLTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
