Justin Michael Sloan

Employer firm

Rb Capital Management, LLC CRD 125678

$931M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2013 → 05/2022
  Buckingham Strategic Wealth, Llc
  Santa Rosa, CA
• 12/2009 → Present
  Due Ruscelli Winery
  Healdsburg, CA
• 05/2022 → Present
  Rb Capital Management, Llc
  Windsor, CA

Previous Registrations

• 2013-02-25 → 2022-06-28
  Buckingham Strategic Wealth, Llc
  Santa Rosa, CA
  St Louis, MO
• 2010-03-26 → 2015-04-03
  Rb Capital Management, Llc
  Walnut Creek, CA

Other Businesses

Mr. Sloan is among other duties, involved with Production and Marketing at Due Ruscelli Winery, a non-investment related vineyard located at 994 Limerick Ln, Healdsburg, CA 95448. This relationship started in 2009, and Mr. Sloan expects to spend approximately 5% of his time in this capacity, performing various tasks.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-03-25
• S63 Uniform Securities Agent State Law Examination
  2010-01-16

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Justin Michael Sloan
• Justin Michael Sloan