Unclaimed Profile

John Julius Slavic

SLAVIC WEALTH MANAGEMENT, INC.·BOCA RATON, Florida

SIE, Series 2, Series 7, Series 24, Series 63, Series 65, Series 6619 years registeredSLAVIC 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. · 19 years registered

Brand Profile

Not yet started

Career History

SLAVIC MUTUAL FUNDS MANAGEMENT CORP.

May 2013 – present

SLAVIC MUTUAL FUNDS MANAGEMENT CORP.

Mar 2007 – Dec 2011

BOCA RATON, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 2

Series 7

Series 24

Series 63

Series 65

Series 66

Registration record

First registered · March 13, 2007

Years registered · 19

Disclosure History

1998Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

SLAVIC WEALTH MANAGEMENT, INC.

CRD 327929 · SEC 801-129024

Employees

Total firm employees

Services offered by SLAVIC WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SLAVIC WEALTH MANAGEMENT, INC. →

Introduction

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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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