Unclaimed Profile

Adam Lawrence Weinstock

SLK PRIVATE WEALTH, LLC·LOS ANGELES, California

SIE, Series 7, Series 66CFPClean record10 years registeredSLK PRIVATE WEALTH, LLC

10877 WILSHIRE BOULEVARD, LOS ANGELES, CA 90024CRD# 6196861Firm CRD# 333932

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Adam Lawrence Weinstock · LOS ANGELES, CA

Registration

CRD #6196861 · SLK PRIVATE WEALTH, LLC · 10 years registered

Brand Profile

Not yet started

Career History

EVOLVE PRIVATE WEALTH, LLC

Jan 2025 – present

SANCTUARY ADVISORS, LLC

May 2024 – Apr 2025

LOS ANGELES, CA

WELLS FARGO ADVISORS

May 2016 – Jun 2024

LOS ANGELES, CA

NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC

Feb 2016 – Apr 2016

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · February 10, 2016

Years registered · 10

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SLK PRIVATE WEALTH MANAGEMENT, LLC

CRD 333932 · SEC 801-131749

Employees

Total firm employees

Services offered by SLK PRIVATE WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SLK PRIVATE WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Adam Lawrence Weinstock offer?

Adam Lawrence Weinstock specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in LOS ANGELES, California for a consultation.

What are Adam Lawrence Weinstock's credentials?

Adam Lawrence Weinstock holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Adam Lawrence Weinstock located?

Adam Lawrence Weinstock is based in LOS ANGELES, California, working with SLK PRIVATE WEALTH, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does Adam Lawrence Weinstock charge for services?

Adam Lawrence Weinstock's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SLK PRIVATE WEALTH, LLC?

SLK PRIVATE WEALTH, LLC has approximately 16 employees. The firm is registered with the SEC as an investment adviser.

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