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Megan Nielsen Slatter

REGENT STREET ADVISORS LLC·SALT LAKE CITY, Utah
SIE, Series 7, Series 65Clean record10 years registeredREGENT 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 · 10 years registered
Brand Profile
Not yet started
01

Career History

CREWE ADVISORS
Jun 2018 – present
REGENT STREET ADVISORS LLC
Apr 2016 – May 2018
Salt Lake City, UT
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 65
Registration record
First registered · April 20, 2016
Years registered · 10
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
REGENT STREET ADVISORS LLC
CRD 282743 · SEC 801-107264
AUM
$58M
Regulatory assets under management
Employees
4
3 client accounts
Services offered by REGENT STREET ADVISORS LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at REGENT STREET ADVISORS LLC →
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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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