Justin C. Woodbury

SENIOR TAX ADVISORY GROUP

Colorado Springs, CO 80918

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CRD#: 8004672

Professional summary

Justin Carter Woodbury is a registered financial advisor currently at SENIOR TAX ADVISORY GROUP, INC. located in Colorado Springs, Colorado.

Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Justin has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

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.

FITFO FINANCIAL; INVESTMENT RELATED; COLORADO; PRINCIPLE AND OWNER; 09/26/2024; 40 HRS/WK

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Carter Woodbury's CRS (Customer Relationship Summary).

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

November 4, 2024 - Present

SENIOR TAX ADVISORY GROUP, INC.

Office #1: 6775 Rangewood Dr., Colorado Springs, CO 80918Office #2: 1607 Cy Ave. Suite 103, Casper, WY 82604

RIA

CRD#: 318058

Colorado Springs, CO

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".

SENIOR TAX ADVISORY GROUP, INC.

SENIOR TAX ADVISORY GROUP, INC | SENIOR TAX ADVISORY GROUP, INC.

CRD#: 318058 / SEC#: 801-123170

RIA

Registered Investment Advisory firm - (2/9/2022 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.

Highlighted states indicate IAR registrations

IAR

Colorado
(11/4/2024)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/5/2024

Uniform Investment Adviser Law Examination

Current Firm

SENIOR TAX ADVISORY GROUP, INC.

SENIOR TAX ADVISORY GROUP, INC | SENIOR TAX ADVISORY GROUP, INC.

CRD#: 318058 / SEC#: 801-123170

RIA

Registered Investment Advisory firm - (2/9/2022 Approved)

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Contact information

Main Address

6775 Rangewood Dr., Colorado Springs, CO 80918

Mailing Address

Phone number

(719) 596-4844

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - FIRM BROCHURE (3/23/2025)

Regulatory assets under management

Total Number of Accounts	1,142
AUM (Assets Under Management)	$ 88,485,973

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.

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Justin C. Woodbury

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Justin Carter Woodbury's CRS (Customer Relationship Summary).

Certified licenses

Experience

SENIOR TAX ADVISORY GROUP, INC.

Primary Firm SEC Registration

SENIOR TAX ADVISORY GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/5/2024

Current Firm

SENIOR TAX ADVISORY GROUP, INC.

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SENIOR TAX ADVISORY GROUP, INC.

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