Unclaimed Profile

Gregory Robert Slater

HIGHTOWER ALTIUM HOLDING, LLC·PURCHASE, New York

Series 7, Series 63, Series 65, Series 87Clean record21 years registeredHIGHTOWER ALTIUM HOLDING, LLC

2500 WESTCHESTER AVE., PURCHASE, NY 10577CRD# 4225701Firm CRD# 317691

Profile Verification

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

Identity

Gregory Robert Slater · PURCHASE, NY

Registration

CRD #4225701 · HIGHTOWER ALTIUM HOLDING, LLC · 21 years registered

Brand Profile

Not yet started

Career History

HIGHTOWER ADVISORS, LLC

Apr 2023 – present

ALTIUM WEALTH MANAGEMENT

Apr 2022 – May 2023

PURCHASE, NY

ALTIUM WEALTH MANAGEMENT LLC

Mar 2014 – Jun 2022

PURCHASE, NY

PARK AVENUE SECURITIES LLC

Oct 2011 – Feb 2014

PURCHASE, NY

ROCHDALE INVESTMENT MANAGEMENT

Jan 2005 – Jun 2005

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Series 87

Registration record

First registered · January 1, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HIGHTOWER ALTIUM HOLDING, LLC

CRD 317691 · SEC 801-123398

AUM

$2.9B

Regulatory assets under management

Employees

3,532 client accounts

Services offered by HIGHTOWER ALTIUM HOLDING, LLC

Per Form ADV

Financial planning

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

High Net Worth Individuals

View all advisors at HIGHTOWER ALTIUM HOLDING, LLC →

Introduction

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Frequently Asked Questions

What services does Gregory Robert Slater offer?

Gregory Robert Slater specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PURCHASE, New York for a consultation.

What are Gregory Robert Slater's credentials?

Gregory Robert Slater is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gregory Robert Slater located?

Gregory Robert Slater is based in PURCHASE, New York, working with HIGHTOWER ALTIUM HOLDING, LLC. Their office serves clients in the PURCHASE metropolitan area and surrounding communities.

How does Gregory Robert Slater charge for services?

Gregory Robert Slater's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HIGHTOWER ALTIUM HOLDING, LLC?

HIGHTOWER ALTIUM HOLDING, LLC has approximately 36 employees and manages $2.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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