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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Tiaa-Cref Individual & Institutional Services, LLC 4 years, 6 months Mar 2013 - Present
TIAA 4 years, 6 months Mar 2013 - Present
Aegis Cap. Corp. 3 years, 3 months Dec 2009 - Mar 2013
Absolute Hardwood 8 years, 8 months 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
Are You
Justin Michelle Roundtree?
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Designations & Memberships

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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
    Registered
  • disclosures
    None
  • as of date
    Aug 6, 2017
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Aug 6, 2017
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 July 7, 2017
    • $21.7B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 56K
      Accounts
    • $388.7K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
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