Justin P. Willig
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 Paul Willig, who also goes by Justin Willig, was a registered financial professional .
Justin is a previously registered financial professional and started their career in finance in 2016. Justin had worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 13, 2016 - October 27, 2017
PARTNERS CAPITAL SERVICES, INC.
June 21, 2016 - October 27, 2017
AMERICAN CAPITAL PARTNERS, LLC
February 17, 2016 - June 24, 2016
EQUITABLE ADVISORS, LLC
Primary Firm SEC Registration
PARTNERS CAPITAL SERVICES, INC.
CRD#: 127621 / SEC#: 801-79450
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
PARTNERS CAPITAL SERVICES, INC.
CRD#: 127621 / SEC#: 801-79450
Contact information
SEC notice filing (35 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 215 |
| AUM (Assets Under Management) | $ 94,085,513 |
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.
