Unclaimed Profile

Sharon Anne Daniels

SLATESTONE WEALTH LLC·JUPITER, Florida

Series 3, Series 6, Series 7, Series 24, Series 63, Series 65Clean record22 years registeredSLATESTONE WEALTH LLC

661 UNIVERSITY BLVD, JUPITER, FL 33458CRD# 1242783Firm CRD# 286669

Profile Verification

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

Identity

Sharon Anne Daniels · JUPITER, FL

Registration

CRD #1242783 · SLATESTONE WEALTH LLC · 22 years registered

Brand Profile

Not yet started

Career History

SLATESTONE WEALTH LLC

Apr 2017 – present

SLATESTONE PRIVATE CLIENT

Jun 2019 – Mar 2020

JUPITER, FL

BOSTON PRIVATE WEALTH LLC

Jan 2015 – Dec 2015

PALM BEACH GARDENS, FL

BANYAN PARTNERS, LLC

Apr 2011 – Nov 2014

PALM BEACH GARDENS, FL

WEISS CAPITAL MANAGEMENT, INC.

Aug 2004 – Feb 2011

PALM BEACH GARDENS, FL

WEISS MONEY MANAGEMENT INC

Oct 2003 – Mar 2004

PALM BEACH GARDENS, FL

Registrations & Exams

FINRA examinations passed

Series 3

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · October 22, 2003

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. 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

Speak with Sharon

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Sharon is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in JUPITER?

Browse all registered financial advisors in JUPITER, Florida or claim this profile if it's yours.

Browse JUPITER Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Sharon Anne Daniels offer?

Sharon Anne Daniels specializes in Financial Planning, Investment Management. Contact their office in JUPITER, Florida for a consultation.

What are Sharon Anne Daniels's credentials?

Sharon Anne Daniels is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Sharon Anne Daniels located?

Sharon Anne Daniels is based in JUPITER, Florida, working with SLATESTONE WEALTH LLC. Their office serves clients in the JUPITER metropolitan area and surrounding communities.

How does Sharon Anne Daniels charge for services?

Sharon Anne Daniels'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →