Justin Steingraber has been Portfolio Manager/Partner of Boyd Wealth Management since January 2026, is a control person of the firm and directly owns between 5% and 10% of it. Justin Steingraber holds a Bachelor of Arts in Economics from the University of California at Santa Barbara and a Bachelor of Arts in Communication from the University of California at Santa Barbara.
Boyd Wealth Management, LLC is a Sacramento, CA firm with $410M under management, 162 clients and 5 advisers in one office, as of its March 2026 filing.
Justin Steingraber is Portfolio Manager and Partner of Boyd Wealth Management, based in Sacramento, California. His responsibilities include investment selection and monitoring, portfolio management, trading and client service. He has worked in the financial services industry since 2009, with previous experience at Ameriprise Financial, Constellation Wealth Advisors and First Republic Investment Management.
Justin Steingraber’s longest registration is the current one, 6 years at Boyd Wealth Management since 2020. Before joining Boyd Wealth Management in 2020, Justin Steingraber was registered through Wells Fargo Clearing Services, LLC and First Republic Investment Management, Inc.
- Boyd Wealth Management, LLCCurrent– present · 6 yearsSacramento, CA · Adviser representative · Firm CRD 293990
- Wells Fargo Clearing Services, LLC– · under a yearLincoln Hills, CA · Adviser representative · Firm CRD 19616
- First Republic Investment Management, Inc.– · 3 yearsPalo Alto, CA · Adviser representative · Firm CRD 108559
- Constellation Wealth Advisors LLC– · 4 yearsMenlo Park, CA · Adviser representative · Firm CRD 142502
- Ameriprise Financial Services, Inc.– · 1 yearSan Jose, CA · Adviser representative · Firm CRD 6363
Professional designations
Listed by Boyd Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Justin Steingraber is registered as an investment adviser representative in California, since August 2020.
- CaliforniaSince 7 August 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 22 January 2010 |
| Series 7 | General Securities Representative Examination | 3 December 2009 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Justin H Steingraber
- CRD
- 5682293
- Firm
- Boyd Wealth Management · CRD 293990
- Role
- Portfolio Manager/Partner
- Office
- 1545 RIVER PARK DRIVE, SUITE 202, Sacramento, CA 95815
- Registration
- Investment adviser registration
- In the industry since
- January 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- boyd-wealth.com
Where does Justin Steingraber work?
Justin Steingraber has been Portfolio Manager/Partner of Boyd Wealth Management, LLC since January 2026, and is a control person of the firm.
Is Justin Steingraber a financial advisor?
Yes. Justin Steingraber has a current investment-adviser registration in California, through Boyd Wealth Management since August 2020.
How many years of experience does Justin Steingraber have?
Justin Steingraber has 16 years in the financial industry, since January 2010, across 5 adviser firms.
What exams has Justin Steingraber passed?
Justin Steingraber has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in December 2009. FINRA credited Justin Steingraber with the SIE, which began in October 2018.
Where did Justin Steingraber work before Boyd Wealth Management?
Before Boyd Wealth Management, Justin Steingraber was registered through Wells Fargo Clearing Services, LLC, August 2019 to July 2020; First Republic Investment Management, Inc., October 2015 to July 2019; Constellation Wealth Advisors LLC, July 2011 to October 2015; Ameriprise Financial Services, Inc., April 2010 to July 2011.
Where is Justin Steingraber based?
Justin Steingraber’s registered office is in Sacramento, CA.
Is Justin Steingraber registered with FINRA?
No. Justin Steingraber has no current broker registration.
Is Justin Steingraber a CFP?
Boyd Wealth Management lists Justin Steingraber with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Is Justin Steingraber a CFA charterholder?
Boyd Wealth Management lists Justin Steingraber with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Justin Steingraber’s record?
Search CRD 5682293 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Justin Steingraber’s full registration record.
