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SLATESTONE WEALTH LLC
SLATESTONE WEALTH LLC
JUPITER, Florida
·
10 registered advisors
·
CRD# 286669
SEC# 801-110003
3
561-244-2504
01
Firm Overview
AUM
$1.4B
Regulatory assets under management
Employees
29
Total firm employees
Advisors
10
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at SLATESTONE WEALTH LLC
10 registered advisors
Daniel Doyce Payne
JUPITER, Florida
CRD# 3126312
David John Costigan
JUPITER, Florida
CRD# 3097323
Dennis Patrick Harkin
JUPITER, Florida
CRD# 4871754
Eyal (nmn) Galinsky
JUPITER, Florida
ChFC
CRD# 1982445
Milagros (nmn) Kleiner
JUPITER, Florida
CRD# 4792205
Patrick Edward Tylander
JUPITER, Florida
CRD# 5515799
Robert Glenn Pavlik
JUPITER, Florida
CRD# 1731492
Ronit Rogoszinski
JUPITER, Florida
CRD# 2223512
Sharon Anne Daniels
JUPITER, Florida
CRD# 1242783
Terri Lynn King
JUPITER, Florida
CRD# 4115535
05
Office Locations
JUPITER, Florida
10 advisors
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Data sourced from SEC Form ADV filings. SLATESTONE WEALTH LLC (CRD# 286669) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.