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Jeffrey David Slater

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey David Slater · NORTH ANDOVER, MA
Registration
CRD #4399151 · MUNICREST INVESTMENT MANAGEMENT COMPANY, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
View on FINRA BrokerCheck →

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05

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 at MUNICREST INVESTMENT MANAGEMENT COMPANY, LLC

Michael Anthony Berardi
NORTH ANDOVER, MA

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Research
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