Unclaimed Profile

Jeffrey David Slater

MUNICREST INVESTMENT MANAGEMENT COMPANY, LLC·NORTH ANDOVER, Massachusetts

Clean record23 years registeredMUNICREST 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 · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MUNICREST INVESTMENT MANAGEMENT COMPANY, LLC

MUNICREST INVESTMENT MANAGEMENT COMPANY, LLC

Mar 2003 – Nov 2022

COHASSET, MA

Registrations & Exams

Registration record

First registered · March 12, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MUNICREST INVESTMENT MANAGEMENT COMPANY, LLC

CRD 111631 · SEC 801-60301

AUM

$4M

Regulatory assets under management

Employees

2 client accounts

Services offered by MUNICREST INVESTMENT MANAGEMENT COMPANY, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at MUNICREST INVESTMENT MANAGEMENT COMPANY, LLC →

Introduction

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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.

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, last registered with MUNICREST INVESTMENT MANAGEMENT COMPANY, LLC.

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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