Chad
Justice

Collaborative Wealth

CRD#4788183
Investment Advisor
in Lake Mary, FL

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About this Advisor

Chad Justice is a financial advisor based in Lake Mary, Florida with 8 years of industry experience. Justice currently works for Collaborative Wealth. During their career, the advisor has held roles at Lpl Financial LLC, Collaborative Wealth and Collaborative Digital Innovations Inc. Justice has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida. Collaborative Wealth is a firm that has its headquarters in Lake Mary, FL. The company has offices in three locations and a total of 12 employees. It manages $390 million in total assets among its 1,497 customer accounts, making it one of the larger investment advisory firms in the country by assets under management. The firm advises three charities and foundations. Of its 1,497 accounts, 20% belong to high-net-worth clients who have at least $1 million in assets. Collaborative Wealth performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors depend on the type of services. However, fees billed by Collaborative Wealth most likely are comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

972 International Parkway
Lake Mary, FL 32746

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Collaborative Wealth Brokerage Details

Total Assets Under Management

$390,123,432

FL Average: $1,855,561,029
Total Number of Employees

12

FL Average: 62
Total Number of Accounts

1,497

FL Average: 2,474
Average Account Size

$260,603

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Chad Justice Work History

Chad has been registered as a financial advisor for 8 years.*

2023 - Present (1 year)

Collaborative Digital Innovations Inc

2006 - Present (18 years)

Collaborative Wealth

2006 - 2023 (17 years)

Lpl Financial LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Chad Justice to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Collaborative Wealth

Larry Resczenski
Gainesville, FL
Matthew Giles
Lake Mary, FL
Shawn Smith
Lake Mary, FL
Benjamin Sullivan
Lake Mary, FL
Stephen Magallanes
Stuart, FL
Brenton Thai
Lake Mary, FL
Chad Justice
Lake Mary, FL
Sandra Stickney
Lake Mary, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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