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Justin Beer Weintraub

Trident Advisors LLC

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About Justin Beer Weintraub

Justin Weintraub is a financial advisor at Trident Advisors LLC, which has a branch office in Woodbury, NY. Justin has been working in the industry since March 26, 2000. Justin's experience includes working at Ameriprise Financial Services, LLC, Gilford Securities Incorporated, Axiom Capital Management, Inc., and UBS PaineWebber Inc. Justin is registered to offer investment advice in California, Florida, Maryland, Michigan, Minnesota, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, and Virginia. Justin is licensed to offer both broker-dealer and investment advisor services and has a Series 7, Series 66, and SIE licenses. Justin provides financial planning services, pension consulting services, and selects other advisors.

Firm Information

Justin Weintraub is currently registered with Trident Advisors LLC. Trident Advisors LLC is an investment advisor registered with the SEC. The firm offers financial planning, portfolio management for individuals, and selection of other advisors. Trident Advisors LLC manages approximately $14,488,111 in assets for 34 individuals. The firm participates in wrap fee programs.

$14.49M

Assets Under Management

34

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Receive a portion of wrap fee paid to third party advisors

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Justin Weintraub’s Registration & Firm History

NY

03/29/2022 - Present

Trident Advisors LLC (WOODBURY NY)

NY

06/22/2012 - 04/27/2021

AMERIPRISE FINANCIAL SERVICES, LLC (MITCHEL FIELD NY)

NY

08/25/2005 - 07/12/2012

GILFORD SECURITIES INCORPORATED (MELVILLE NY)

NY

08/30/2002 - 08/29/2005

AXIOM CAPITAL MANAGEMENT, INC. (NEW YORK NY)

NJ

03/27/2000 - 09/11/2002

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

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Licenses & Designations

BOTH

Issued 04/17/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/24/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Justin Beer Weintraub.
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