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Justin Nicolas Detray

Wealthspire Advisors

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About Justin Nicolas Detray

Justin Nicolas Detray is an Investment Advisor Representative at Wealthspire Advisors. Justin is a registered Investment Advisor in the state of California. Prior to joining Wealthspire Advisors, Justin worked at Foothill Securities, Inc. and Avatar Securities, LLC. Justin holds the Series 65, Series 24, Series 55 and Series 7 securities licenses. Justin has over 20 years of experience in the financial services industry.

Firm Information

Justin Detray is currently registered with Wealthspire Advisors. Wealthspire Advisors is an investment advisor based in NEW YORK, NY. They have 155 investment adviser representatives and manage $21,691,716,165 in regulatory assets under management. They offer financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. They serve high-net-worth individuals, corporations or other businesses, charitable organizations, individuals other than high-net-worth, pension and profit-sharing plans, and state or municipal government entities.
Wealthspire Advisors

521 FIFTH AVENUE

NEW YORK, NY 10175

$21.69B

Assets Under Management

300

Total Clients

173

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Justin Detray’s Registration & Firm History

CA

08/29/2024 - Present

Wealthspire Advisors (San Rafael CA)

CA

03/22/2012 - 04/22/2013

FOOTHILL SECURITIES, INC. (MILL VALLEY CA)

NY

04/08/2011 - 03/21/2012

AVATAR SECURITIES, LLC (NEW YORK NY)

NJ

11/24/2006 - 06/30/2010

ASSENT LLC (HOBOKEN NJ)

NY

09/06/2006 - 11/30/2006

ATLAS TRADING (NEW YORK NY)

NY

04/20/2006 - 08/25/2006

GENERIC TRADING OF PHILADELPHIA, LLC (NEW YORK NY)

NY

01/08/2002 - 03/04/2002

BLACKWOOD SECURITIES, LLC (NEW YORK NY)

NY

03/17/1999 - 10/17/2000

WORLDCO, L.L.C. (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/29/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/05/2007

Series 24 - General Securities Principal Examination

BC

Issued 01/15/2008

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 03/16/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Justin Nicolas Detray.
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