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John Casimir Slupski

WINGATE WEALTH ADVISORS, INC.·LEXINGTON, Massachusetts
Unclaimed Profile
450 BEDFORD STREET, LEXINGTON, MA 02420-1547CRD# 4525266Firm CRD# 105012
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
WINGATE WEALTH ADVISORS, INC.
WINGATE WEALTH ADVISORS, INC.
AUM
$1.2B
Regulatory assets under management
Employees
26
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
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4525266
Firm CRD# 105012
No disclosures on file
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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Other advisors in LEXINGTON
Alan David Lachowitz — WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.Gary Douglas Pomerantz — WINGATE WEALTH ADVISORS, INC.Craig Dickson Moreshead — ALPHA PENSION GROUP, INC.Joshua Nathan Breen — BTS ASSET MANAGEMENT INCJonathan Owen Lachowitz — WHITE LIGHTHOUSE INVESTMENT MANAGEMENT, INC.
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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