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Justin Todd Walters

Bespoke Investment Group, LLC

Harrison, NY

CRD 5336645

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Employer firm

Bespoke Investment Group, LLC CRD 144080

$101M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Periodicals / newsletters

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

Current Employers
Bespoke Investment Group, Llc

105 Calvert St., Suite 100, Harrison, NY 10528 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-09-11
NY RA APPROVED 2021-07-12
  • TX RA
    APPROVED_RES
    Since 2021-09-11
  • NY RA
    APPROVED
    Since 2021-07-12

Branch Locations

105 Calvert St., Suite 100, Harrison, NY 10528 • 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
Bespoke Investment Group, Llc Harrison NY 05/2007 Present
Bespoke Investment Group, Llc Harrison NY 08/2007 Present
Other Businesses

Member; 5107 LLC; Investment Related: No; Location: 105 Calvert St., Ste 100, Harrison, NY 10528; Description of the business: Holding Company; Responsibilities/Duties: Member; Start date with business: 10/3/2012; Hours per month devoted to the business Outside trading hours: 1

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-07-17
  • S65 Uniform Investment Adviser Law Examination
    2007-07-17
Other Names
  • Justin Walters

View on SEC IAPD

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