Unclaimed Profile

Will Whelan Slota

PLATINUM MANAGEMENT (NY) LLC·NEW YORK, New York

Clean recordPLATINUM MANAGEMENT (NY) LLC

152 WEST 57TH STREET, NEW YORK, NY 10019CRD# 3112977Firm CRD# 139405

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Will Whelan Slota · NEW YORK, NY

Registration

CRD #3112977 · PLATINUM MANAGEMENT (NY) LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Will Whelan Slota is a registered financial advisor based in NEW YORK, New York, affiliated with PLATINUM MANAGEMENT (NY) LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

PLATINUM MANAGEMENT (NY) LLC

AUM

$1.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at PLATINUM MANAGEMENT (NY) LLC →

Services

Pension consulting

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Other: PERFORMANCE-BASED ALLOCATIONS

Regulatory

SEC/IARD CRD# 3112977

Firm CRD# 139405

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Will Whelan Slota offer?

Will Whelan Slota specializes in Retirement Planning. Contact their office in NEW YORK, New York for a consultation.

What are Will Whelan Slota's credentials?

Will Whelan Slota is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Will Whelan Slota located?

Will Whelan Slota is based in NEW YORK, New York, working with PLATINUM MANAGEMENT (NY) LLC. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.

How does Will Whelan Slota charge for services?

Will Whelan Slota's firm is compensated through percentage of aum, other: performance-based allocations. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PLATINUM MANAGEMENT (NY) LLC?

PLATINUM MANAGEMENT (NY) LLC has approximately 60 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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