Unclaimed Profile

Robert Glenn Pavlik

SLATESTONE WEALTH LLC·JUPITER, Florida

Series 4, Series 7, Series 24, Series 63, Series 65Clean record24 years registeredSLATESTONE WEALTH LLC

4495 MILITARY TRAIL, JUPITER, FL 33458CRD# 1731492Firm CRD# 286669

Profile Verification

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

Identity

Robert Glenn Pavlik · JUPITER, FL

Registration

CRD #1731492 · SLATESTONE WEALTH LLC · 24 years registered

Brand Profile

Not yet started

Career History

DAKOTA WEALTH, LLC

Nov 2020 – present

SLATESTONE WEALTH LLC

Jan 2018 – Nov 2020

JUPITER, FL

BOSTON PRIVATE WEALTH

Dec 2014 – Dec 2017

FAIRFIELD, CT

BANYAN PARTNERS, LLC

Mar 2011 – Nov 2014

NEW YORK, NY

OAKTREE ASSET MANAGEMENT, LLC

Sep 2004 – Mar 2009

NEW YORK, NY

OAKTREE ASSET MANAGEMENT, INC.

Aug 2002 – Mar 2005

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

Series 4

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · August 7, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

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 Robert Glenn Pavlik offer?

Robert Glenn Pavlik specializes in Financial Planning, Investment Management. Contact their office in JUPITER, Florida for a consultation.

What are Robert Glenn Pavlik's credentials?

Robert Glenn Pavlik is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert Glenn Pavlik located?

Robert Glenn Pavlik is based in JUPITER, Florida, working with SLATESTONE WEALTH LLC. Their office serves clients in the JUPITER metropolitan area and surrounding communities.

How does Robert Glenn Pavlik charge for services?

Robert Glenn Pavlik'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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