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David E Herlihy

SLAVIC WEALTH MANAGEMENT, INC.·BOCA RATON, Florida
Unclaimed Profile
1075 BROKEN SOUND PARKWAY NW, BOCA RATON, FL 33487CRD# 5325668Firm CRD# 327929
01

About

David E Herlihy is a registered financial advisor based in BOCA RATON, Florida, affiliated with SLAVIC WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SLAVIC WEALTH MANAGEMENT, INC.
SLAVIC WEALTH MANAGEMENT, INC.
AUM
—
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at SLAVIC WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5325668
Firm CRD# 327929
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David E Herlihy offer?
David E Herlihy specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOCA RATON, Florida for a consultation.
What are David E Herlihy's credentials?
David E Herlihy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David E Herlihy located?
David E Herlihy is based in BOCA RATON, Florida, working with SLAVIC WEALTH MANAGEMENT, INC.. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.
How does David E Herlihy charge for services?
David E Herlihy's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SLAVIC WEALTH MANAGEMENT, INC.?
SLAVIC WEALTH MANAGEMENT, INC. has approximately 5 employees. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SLAVIC WEALTH MANAGEMENT, INC.

John Julius Slavic
BOCA RATON, FL
Henry Robert Ferguson
BOCA RATON, FL

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