Unclaimed Profile

Daniel Doyce Payne

SLATESTONE WEALTH LLC·JUPITER, Florida

SIE, Series 7, Series 63, Series 65, Series 66CFA27 years registeredSLATESTONE WEALTH LLC

661 UNIVERSITY BLVD, JUPITER, FL 33458CRD# 3126312Firm CRD# 286669

Profile Verification

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

Identity

Daniel Doyce Payne · JUPITER, FL

Registration

CRD #3126312 · SLATESTONE WEALTH LLC · 27 years registered

Brand Profile

Not yet started

Career History

SLATESTONE WEALTH LLC

Aug 2023 – present

MORGAN STANLEY

Jul 2014 – Aug 2023

Palm Beach Gardens, FL

OPPENHEIMER & CO. INC.

Apr 2009 – Jun 2009

BOCA RATON, FL

STANFORD GROUP COMPANY

Aug 2007 – Mar 2009

BOCA RATON, FL

ST JOHNS WEALTH MANAGEMENT

Oct 1998 – Sep 2007

JACKSONVILLE, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Series 66

Registration record

First registered · October 1, 1998

Years registered · 27

Professional designation · CFA

Disclosure History

2014Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

SLATESTONE WEALTH LLC

CRD 286669 · SEC 801-110003

AUM

$1.4B

Regulatory assets under management

Employees

1,426 client accounts

Services offered by SLATESTONE WEALTH LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SLATESTONE WEALTH LLC →

Introduction

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Frequently Asked Questions

What services does Daniel Doyce Payne offer?

Daniel Doyce Payne specializes in Financial Planning, Investment Management. Contact their office in JUPITER, Florida for a consultation.

What are Daniel Doyce Payne's credentials?

Daniel Doyce Payne holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Daniel Doyce Payne located?

Daniel Doyce Payne is based in JUPITER, Florida, working with SLATESTONE WEALTH LLC. Their office serves clients in the JUPITER metropolitan area and surrounding communities.

How does Daniel Doyce Payne charge for services?

Daniel Doyce Payne's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SLATESTONE WEALTH LLC?

SLATESTONE WEALTH LLC has approximately 29 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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