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James Edward Slater

THE ABBIT MANAGEMENT CORP·GRAND HAVEN, Michigan
Series 6, Series 7, Series 63, Series 66Clean record18 years registeredTHE ABBIT MANAGEMENT CORP
16986 ROBBINS RD, GRAND HAVEN, MI 49417CRD# 2112002Firm CRD# 110507

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Edward Slater · GRAND HAVEN, MI
Registration
CRD #2112002 · THE ABBIT MANAGEMENT CORP · 18 years registered
Brand Profile
Not yet started
01

Career History

ABBIT MANAGEMENT CORP
Jun 2012 – present
PNC CAPITAL ADVISORS LLC
Jan 2012 – May 2012
GRAND RAPIDS, MI
PNC INVESTMENTS
Nov 2009 – Dec 2009
GRAND RAPIDS, MI
NATCITY INVESTMENTS, INC.
Oct 2008 – Nov 2009
GRAND RAPIDS, MI
J. P. MORGAN SECURITIES INC.
Mar 2008 – Aug 2008
GRAND RAPIDS, MI
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Series 66
Registration record
First registered · March 12, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
THE ABBIT MANAGEMENT CORP
CRD 110507 · SEC 801-15995
AUM
$233M
Regulatory assets under management
Employees
7
446 client accounts
Services offered by THE ABBIT MANAGEMENT CORP
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at THE ABBIT MANAGEMENT CORP →
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05

Frequently Asked Questions

What services does James Edward Slater offer?
James Edward Slater specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in GRAND HAVEN, Michigan for a consultation.
What are James Edward Slater's credentials?
James Edward Slater is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Edward Slater located?
James Edward Slater is based in GRAND HAVEN, Michigan, working with THE ABBIT MANAGEMENT CORP. Their office serves clients in the GRAND HAVEN metropolitan area and surrounding communities.
How does James Edward Slater charge for services?
James Edward 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 THE ABBIT MANAGEMENT CORP?
THE ABBIT MANAGEMENT CORP has approximately 7 employees and manages $233M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THE ABBIT MANAGEMENT CORP

Joseph Edward Risselade
GRAND HAVEN, MI

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