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Sharon Anne Daniels

SLATESTONE WEALTH LLC·JUPITER, Florida
Series 24Series 7Series 6Series 3Series 65Series 63
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661 UNIVERSITY BLVD, JUPITER, FL 33458CRD# 1242783Firm CRD# 286669
01

About

Sharon Anne Daniels 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# 1242783
Firm CRD# 286669
No disclosures on file
View on FINRA BrokerCheck →

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05

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.
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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
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City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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