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David Adam Sleeter

RUGGAARD & ASSOCIATES, LLC·HUDSON, Ohio
Unclaimed Profile
110 W STREETSBORO ST., HUDSON, OH 44236CRD# 6196325Firm CRD# 107489
01

About

David Adam Sleeter is a registered financial advisor based in HUDSON, Ohio, affiliated with RUGGAARD & ASSOCIATES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
RUGGAARD & ASSOCIATES, LLC
RUGGAARD & ASSOCIATES
AUM
$312M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at RUGGAARD & ASSOCIATES, LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6196325
Firm CRD# 107489
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Adam Sleeter offer?
David Adam Sleeter specializes in Financial Planning, Investment Management. Contact their office in HUDSON, Ohio for a consultation.
What are David Adam Sleeter's credentials?
David Adam Sleeter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Adam Sleeter located?
David Adam Sleeter is based in HUDSON, Ohio, working with RUGGAARD & ASSOCIATES, LLC. Their office serves clients in the HUDSON metropolitan area and surrounding communities.
How does David Adam Sleeter charge for services?
David Adam Sleeter's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RUGGAARD & ASSOCIATES, LLC?
RUGGAARD & ASSOCIATES, LLC has approximately 10 employees and manages $312M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in HUDSON
William Frank Hoover — BROADLEAF PARTNERS, LLCMichael Andrew Czekaj — BROADLEAF PARTNERS, LLCRandall Paul Ruggaard — RUGGAARD & ASSOCIATES, LLCMichael Ryan Cavanaugh — ELLSWORTH ADVISORS, LLCDouglas Scott Mackay — BROADLEAF PARTNERS, LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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