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Jeffrey David Slater

MUNICREST INVESTMENT MANAGEMENT COMPANY, LLC·NORTH ANDOVER, Massachusetts
Unclaimed Profile
100 ANDOVER BYPASS ROAD, NORTH ANDOVER, MA 01845CRD# 4399151Firm CRD# 111631
01

About

Jeffrey David Slater is a registered financial advisor based in NORTH ANDOVER, Massachusetts, affiliated with MUNICREST INVESTMENT MANAGEMENT COMPANY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
MUNICREST INVESTMENT MANAGEMENT COMPANY, LLC
MUNICREST INVESTMENT MANAGEMENT COMPANY, LLC
AUM
$4M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at MUNICREST INVESTMENT MANAGEMENT COMPANY, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4399151
Firm CRD# 111631
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey David Slater offer?
Jeffrey David Slater specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NORTH ANDOVER, Massachusetts for a consultation.
What are Jeffrey David Slater's credentials?
Jeffrey David Slater is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey David Slater located?
Jeffrey David Slater is based in NORTH ANDOVER, Massachusetts, working with MUNICREST INVESTMENT MANAGEMENT COMPANY, LLC. Their office serves clients in the NORTH ANDOVER metropolitan area and surrounding communities.
How does Jeffrey David Slater charge for services?
Jeffrey David Slater's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MUNICREST INVESTMENT MANAGEMENT COMPANY, LLC?
MUNICREST INVESTMENT MANAGEMENT COMPANY, LLC has approximately 3 employees and manages $4M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in NORTH ANDOVER
Brian Christopher Pirri — NEIRG WEALTH MANAGEMENT, LLCSamuel James Conte — MASSACHUSETTS WEALTH MANAGEMENT, LLCNicholas John Giacoumakis — NEIRG WEALTH MANAGEMENT, LLCWilliam Thomas Novelline — ABBOT FINANCIAL MANAGEMENT, INCDennis Michael Galvin — NEW ENGLAND INVESTMENT & RETIREMENT GROUP, 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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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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