Unclaimed Profile

Ronit Rogoszinski

SLATESTONE WEALTH LLC·JUPITER, Florida

SIE, Series 7, Series 63, Series 66CFPClean record21 years registeredSLATESTONE WEALTH LLC

4495 MILITARY TRAIL, JUPITER, FL 33458CRD# 2223512Firm CRD# 286669

Profile Verification

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

Identity

Ronit Rogoszinski · JUPITER, FL

Registration

CRD #2223512 · SLATESTONE WEALTH LLC · 21 years registered

Brand Profile

Not yet started

Career History

OSAIC ADVISORY SERVICES, LLC

Oct 2024 – present

OSAIC WEALTH, INC.

Oct 2024 – Oct 2024

SCOTTSDALE, AZ

AMERICAN PORTFOLIOS ADVISORS, INC

Aug 2019 – Oct 2024

HOLBROOK, NY

SLATESTONE WEALTH LLC

Jul 2017 – Sep 2019

Manhasset, NY

LPL FINANCIAL LLC

Feb 2008 – Jun 2017

MANHASSET, NY

ASSET & FINANCIAL PLANNING, LTD

Nov 2006 – Mar 2008

GREAT NECK, NY

CUNA BROKERAGE SERVICES, INC.

Aug 2005 – Nov 2006

WESTBURY, NY

CITICORP INVESTMENT SERVICES

Sep 2004 – Aug 2005

CEDARHURST, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · September 14, 2004

Years registered · 21

Professional designation · CFP

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 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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

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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