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Justin Shure, MSF, CFP®

Endeavor Strategic Wealth, LLC

18851 NE 29th Avenue
Suite 700

Aventura, FL 33180
(305) 7445233

We are an independent fee-only firm.

About Endeavor Strategic Wealth, LLC

At Endeavor Strategic Wealth, we combine thorough financial planning with customized investing to help you identify and achieve your most important life goals. Our detailed planning process allows us to completely understand each client's personal and financial situation, objectives, comfort level with risk and time horizon for achieving goals. This understanding allows us to create customized investment portfolios, help minimize tax liabilities inside and outside of client portfolios, and advise clients on estate planning with the assistance of our expert partners.

General Information

Firm Start Year

2009

CRD#

4732894

Firm CRD#

152583

Name of Custodial Firm

Fidelity

Years of Experience in Financial Services

15

I work with the following types of clients

Individual Investors, Non-Profit Organizations, Businesses, Investment Clubs

Services

Investment Types

Stocks, Mutual Funds, Options & Futures, Bonds, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

I can meet clients in the following ways

At my office, Via phone, Video Conference

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP®

Securities Licenses

Series 66

Insurance and Annuity Licenses

Health, Life, Variable Annuity

Firm Information

Assets Managed by Firm

$450,000,000

Compensation and Fees

Fee Structure

Fee Only

Minimum Portfolio Size for New Managed Accounts

100000

Compensation Methods

Flat Fee

Education

Master of Science - Finance

Florida International University
2009 - 2009

Bachelor of Science - Accounting

Florida State University
1999 - 2003

Disclaimer

Investment advisory services offered by Endeavor Strategic Wealth, LLC, a doing business as name (d/b/a) for Bay Colony Advisors, a registered investment advisor. Endeavor Strategic Wealth, LLC is not a registered investment advisor. No Advice may be rendered by Endeavor Strategic Wealth, LLC unless a client service agreement is in place. Bay Colony Advisors does not provide accounting, tax, or legal advice. Bay Colony Advisors is not affiliated with and is independent of Endeavor Strategic Wealth, LLC. Principal Office: 86 Baker Avenue Extension, Suite 310, Concord, MA 01742. Phone: 978-369- 7200.