Unclaimed Profile

John Casimir Slupski

WINGATE WEALTH ADVISORS, INC.·LEXINGTON, Massachusetts

Clean record26 years registeredWINGATE 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. · 26 years registered

Brand Profile

Not yet started

Career History

WINGATE WEALTH ADVISORS, INC.

Nov 2017 – present

EAST COAST ASSET MANAGEMENT, LLC

Jun 2011 – Oct 2017

ESSEX, MA

PEGAESUS ADVISORS, INC.

Mar 2009 – Jun 2011

WOBURN, MA

WINGATE FINANCIAL CORP

Jul 2000 – Mar 2009

LEXINGTON, MA

WINGATE PLANNING CORP

Jul 2000 – Mar 2009

LEXINGTON, MA

Registrations & Exams

Registration record

First registered · July 14, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WINGATE WEALTH ADVISORS, INC.

CRD 105012 · SEC 801-28664

AUM

$1.2B

Regulatory assets under management

Employees

2,810 client accounts

Services offered by WINGATE WEALTH ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at WINGATE WEALTH ADVISORS, INC. →

Introduction

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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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