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Megan Nielsen Slatter

REGENT STREET ADVISORS LLC·SALT LAKE CITY, Utah
Clean recordREGENT STREET ADVISORS LLC
136 E. SOUTH TEMPLE, SALT LAKE CITY, UT 84111CRD# 6111617Firm CRD# 282743

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Megan Nielsen Slatter · SALT LAKE CITY, UT
Registration
CRD #6111617 · REGENT STREET ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Megan Nielsen Slatter is a registered financial advisor based in SALT LAKE CITY, Utah, affiliated with REGENT STREET ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
REGENT STREET ADVISORS LLC
REGENT STREET ADVISORS LLC
AUM
$58M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at REGENT STREET ADVISORS LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6111617
Firm CRD# 282743
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Megan Nielsen Slatter offer?
Megan Nielsen Slatter specializes in Retirement Planning. Contact their office in SALT LAKE CITY, Utah for a consultation.
What are Megan Nielsen Slatter's credentials?
Megan Nielsen Slatter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Megan Nielsen Slatter located?
Megan Nielsen Slatter is based in SALT LAKE CITY, Utah, working with REGENT STREET ADVISORS LLC. Their office serves clients in the SALT LAKE CITY metropolitan area and surrounding communities.
How does Megan Nielsen Slatter charge for services?
Megan Nielsen Slatter'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 REGENT STREET ADVISORS LLC?
REGENT STREET ADVISORS LLC has approximately 4 employees and manages $58M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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