Unclaimed Profile

John Casimir Slupski

WINGATE WEALTH ADVISORS, INC.·LEXINGTON, Massachusetts

Clean recordWINGATE WEALTH ADVISORS, INC.

450 BEDFORD STREET, LEXINGTON, MA 02420-1547CRD# 4525266Firm CRD# 105012

Profile Verification

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

Identity

John Casimir Slupski · LEXINGTON, MA

Registration

CRD #4525266 · WINGATE WEALTH ADVISORS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

John Casimir Slupski is a registered financial advisor based in LEXINGTON, Massachusetts, affiliated with WINGATE WEALTH ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

WINGATE WEALTH ADVISORS, INC.

AUM

$1.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at WINGATE WEALTH ADVISORS, INC. →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4525266

Firm CRD# 105012

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does John Casimir Slupski offer?

John Casimir Slupski specializes in Financial Planning, Investment Management. Contact their office in LEXINGTON, Massachusetts for a consultation.

What are John Casimir Slupski's credentials?

John Casimir Slupski is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Casimir Slupski located?

John Casimir Slupski is based in LEXINGTON, Massachusetts, working with WINGATE WEALTH ADVISORS, INC.. Their office serves clients in the LEXINGTON metropolitan area and surrounding communities.

How does John Casimir Slupski charge for services?

John Casimir Slupski'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 WINGATE WEALTH ADVISORS, INC.?

WINGATE WEALTH ADVISORS, INC. has approximately 26 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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