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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 3 years, 4 months Mar 2013 - Present
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
    May 10, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Advice and Planning Services

Last updated on June 13, 2016
    • $16.8B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 46K
      Accounts
    • $365.4K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Compensation From Affiliates
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