Best Investors Account Sign in
Inactive

Justin Dale Burt

Relevant Wealth Advisors, LLC

Mill Valley, CA

CRD 2989359

Claim This Profile
Employer firm

Relevant Wealth Advisors, LLC CRD 1489

$799M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Relevant Wealth Advisors, Llc

2 Belvedere Place Ste 200, Mill Valley, CA 94941 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2003-12-15
  • CA RA
    APPROVED
    Since 2003-12-15

Branch Locations

2 Belvedere Place Ste 200, Mill Valley, CA 94941 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Collins & Co. Larkspur CA 03/1999 Present
  • 03/1999 → Present
    Collins & Co.
    Larkspur, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-11-15
S63 Uniform Securities Agent State Law Examination 1998-03-02
  • S65 Uniform Investment Adviser Law Examination
    2000-11-15
  • S63 Uniform Securities Agent State Law Examination
    1998-03-02
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

PRIVATE WEALTH PARTNERS, LLC
DIPSEA CAPITAL, LLC
OSAIC WEALTH, INC.

Nearby Investors

RICHARD GEORGE KUCHEN
WILLIAM FRANKLIN DAGLEY
JASON MARTIN SAXON

Nearby Offices

PRIVATE WEALTH PARTNERS, LLC · MILL VALLEY, CA
DIPSEA CAPITAL, LLC · MILL VALLEY, CA
OSAIC WEALTH, INC. · Mill Valley, CA

More in Mill Valley, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor