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Ronit Rogoszinski

SLATESTONE WEALTH LLC·JUPITER, Florida
Unclaimed Profile
4495 MILITARY TRAIL, JUPITER, FL 33458CRD# 2223512Firm CRD# 286669
01

About

Ronit Rogoszinski is a registered financial advisor based in JUPITER, Florida, affiliated with SLATESTONE WEALTH LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
SLATESTONE WEALTH LLC
SLATESTONE WEALTH LLC
AUM
$1.4B
Regulatory assets under management
Employees
29
Total firm employees
View all advisors at SLATESTONE WEALTH LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2223512
Firm CRD# 286669
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ronit Rogoszinski offer?
Ronit Rogoszinski specializes in Financial Planning, Investment Management. Contact their office in JUPITER, Florida for a consultation.
What are Ronit Rogoszinski's credentials?
Ronit Rogoszinski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ronit Rogoszinski located?
Ronit Rogoszinski is based in JUPITER, Florida, working with SLATESTONE WEALTH LLC. Their office serves clients in the JUPITER metropolitan area and surrounding communities.
How does Ronit Rogoszinski charge for services?
Ronit Rogoszinski'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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Other advisors in JUPITER
Christopher Brian Mueller — BLACKRIDGE ASSET MANAGEMENT, LLCColin J. Hickey — CAYSIDE PARTNERS, LLCEyal (nmn) Galinsky — SLATESTONE WEALTH LLCBrian Keith Martinsen — STRAIGHTPATH MANAGEMENT LLCDavid Ioram Bokman — GENSPRING FAMILY OFFICES, LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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