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Overview

Services

Advisor Services

  • Financial Planning

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Tiaa-Cref Individual & Institutional Services, LLC 2 years, 11 months Mar 2013 - Present
TIAA 2 years, 11 months Mar 2013 - Present
Aegis Cap. Corp. 3 years, 3 months Dec 2009 - Mar 2013
Absolute Hardwood 7 years, 1 month Jan 2009 - Present
Jh Darbie & Co 1 year, 2 months Oct 2008 - Dec 2009
First London 4 months Jun 2008 - Oct 2008
Barron Moore, Inc 2 years, 3 months Mar 2006 - Jun 2008
Salomon Grey 6 years, 3 months Dec 1999 - Mar 2006
Are You
Justin Michelle Roundtree?
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Designations & Memberships

Membership information not available

Articles and Answers

Insights by Justin Roundtree

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Sep 28, 2013
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Tiaa-Cref Advice and Planning Services

Last updated on Oct. 15, 2015
    • $14.7B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 44K
      Accounts
    • $334.9K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Compensation From Affiliates
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