Justin H Steingraber
Investment adviser representative at Boyd Wealth Management, LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$409.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Boyd Wealth Management, LLCJul 2020 to now
- Wells Fargo Clearing Services, LLCAug 2019 to now
- Wells Fargo AdvisorsAug 2019 to Jul 2020
- First Republic Investment ManagementSep 2015 to Jul 2020
- First Republic Securities Company LLCSep 2015 to Aug 2019
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 1 state (CA).
Boyd Wealth Management, LLC
$409.8MAssets managed
162Clients
5Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5682293
- Firm CRD
- 293990