AdvisorOS Directory
Claim Profile
JS

James Patrick Slattery

PITON INVESTMENT MANAGEMENT, LP·GARDEN CITY, New York
Unclaimed Profile
401 FRANKLIN AVENUE, GARDEN CITY, NY 11530CRD# 5790635Firm CRD# 282517
01

About

James Patrick Slattery is a registered financial advisor based in GARDEN CITY, New York, affiliated with PITON INVESTMENT MANAGEMENT, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
03

Firm Overview

Firm
PITON INVESTMENT MANAGEMENT, LP
PITON INVESTMENT MANAGEMENT, LP
AUM
$920M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at PITON INVESTMENT MANAGEMENT, LP →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5790635
Firm CRD# 282517
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in GARDEN CITY?

Browse all registered financial advisors in GARDEN CITY, New York or claim this profile if it's yours.

Browse GARDEN CITY AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does James Patrick Slattery offer?
James Patrick Slattery specializes in Investment Management, Wealth Management. Contact their office in GARDEN CITY, New York for a consultation.
What are James Patrick Slattery's credentials?
James Patrick Slattery is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Patrick Slattery located?
James Patrick Slattery is based in GARDEN CITY, New York, working with PITON INVESTMENT MANAGEMENT, LP. Their office serves clients in the GARDEN CITY metropolitan area and surrounding communities.
How does James Patrick Slattery charge for services?
James Patrick Slattery's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PITON INVESTMENT MANAGEMENT, LP?
PITON INVESTMENT MANAGEMENT, LP has approximately 10 employees and manages $920M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in GARDEN CITY
Margaret Sweeney — ROCKVILLE CAPITAL, LLCArthur Marc Leitner — CENTURA PERSONAL FINANCIAL SERVICES, INC.Douglas Keith Flynn — FLYNN ZITO CAPITAL MANAGEMENT, LLCRichard Joseph Zito — FLYNN ZITO CAPITAL MANAGEMENT, LLCJohn Kevin Sweeney — ROCKVILLE CAPITAL, LLC
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile