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Fred P. Sloan

EXCELSIOR OPPORTUNITY ADVISORS LLC·LAKE SUCCESS, New York
Clean record7 years registeredEXCELSIOR OPPORTUNITY ADVISORS LLC
3 DAKOTA DRIVE, LAKE SUCCESS, NY 11042CRD# 4355498Firm CRD# 163123

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Fred P. Sloan · LAKE SUCCESS, NY
Registration
CRD #4355498 · EXCELSIOR OPPORTUNITY ADVISORS LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

CAPTRUST
Nov 2018 – present
02

Registrations & Exams

Registration record
First registered · November 6, 2018
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Introduction

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Frequently Asked Questions

What services does Fred P. Sloan offer?
Fred P. Sloan is a registered financial advisor in LAKE SUCCESS, New York. Contact their office for details on services offered.
What are Fred P. Sloan's credentials?
Fred P. Sloan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Fred P. Sloan located?
Fred P. Sloan is based in LAKE SUCCESS, New York, working with EXCELSIOR OPPORTUNITY ADVISORS LLC. Their office serves clients in the LAKE SUCCESS metropolitan area and surrounding communities.
How large is EXCELSIOR OPPORTUNITY ADVISORS LLC?
EXCELSIOR OPPORTUNITY ADVISORS LLC is a registered investment adviser with the SEC. See their Form ADV for full details.
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LAKE SUCCESS, NY
CFP

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