Justin Ray Bartanus
Investment adviser representative at Greenwood Capital Associates, LLC
13 yearsExperience
1 stateRegistered in
$1.8BFirm assets
25 yearsFirm in business
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Greenwood Capital Associates, LLCJul 2018 to now
- Self-employedDec 2017 to Jul 2018
- UnemployedMar 2017 to Nov 2017
- Baylor College of MedicineAug 2013 to Mar 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (SC).
Greenwood Capital Associates, LLC
$1.8BAssets managed
731Clients
16Advisers
25 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
- 7005996
- Firm CRD
- 115015