Unclaimed Profile

John Julius Slavic

SLAVIC WEALTH MANAGEMENT, INC.·BOCA RATON, Florida

Series 24, Series 7, Series 2, Series 66, Series 65, Series 63SLAVIC WEALTH MANAGEMENT, INC.

1075 BROKEN SOUND PARKWAY NW, BOCA RATON, FL 33487CRD# 1651153Firm CRD# 327929

Profile Verification

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

Identity

John Julius Slavic · BOCA RATON, FL

Registration

CRD #1651153 · SLAVIC WEALTH MANAGEMENT, INC.

Brand Profile

Not yet started

Disclosure history

202 disclosures on file · See FINRA BrokerCheck for full record

About

John Julius Slavic 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SLAVIC WEALTH MANAGEMENT, INC.

AUM

—

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 1651153

Firm CRD# 327929

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John Julius Slavic offer?

John Julius Slavic specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOCA RATON, Florida for a consultation.

What are John Julius Slavic's credentials?

John Julius Slavic is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Julius Slavic located?

John Julius Slavic 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 John Julius Slavic charge for services?

John Julius Slavic'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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