Slatestone Wealth LLC
Slatestone Wealth LLC (CRD# 286669) is a financial advisory firm headquartered in Jupiter, FL. They manage $1,370,465,172 in 1,426 accounts and serve the financial needs of clients across 17 states (or territories).
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Total Assets Under Management1,370MILLION
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Total Number of Accounts1,426ACCOUNTS
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Average Account Value$961,056
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, FL, GA, IL, MA, MD, MN, NC, NH, NJ, NY, TX, WI
Charles Daniels (CRD# 5438221) is an Investment Advisor Representative working at Slatestone Wealth LLC in Jupiter, FL and has over 16 years of experience in the finance industry.
Sharon Daniels (CRD# 1242783) is an Investment Advisor Representative working at Slatestone Wealth LLC in Jupiter, FL and has over 37 years of experience in the finance industry.
Daniel Devine (CRD# 1026886) is an Investment Advisor Representative working at Slatestone Wealth LLC in Jupiter, FL and has over 41 years of experience in the finance industry.
Jason Joanis (CRD# 3082713) is an Investment Advisor Representative working at Slatestone Wealth LLC in Jupiter, FL and has over 25 years of experience in the finance industry.
Terri King (CRD# 4115535) is an Investment Advisor Representative working at Slatestone Wealth LLC in Boca Raton, FL and has over 12 years of experience in the finance industry.
Robert Levin (CRD# 2713527) is an Investment Advisor Representative working at Slatestone Wealth LLC in Jupiter, FL and has over 28 years of experience in the finance industry.
Kimberly Pierce (CRD# 4642159) is an Investment Advisor Representative working at Slatestone Wealth LLC in Jupiter, FL and has 1 year of experience in the finance industry.
Troy Sorel (CRD# 5685101) is an Investment Advisor Representative working at Slatestone Wealth LLC in Weston, FL and has over 11 years of experience in the finance industry.
Lisa Tomczak (CRD# 2469208) is an Investment Advisor Representative working at Slatestone Wealth LLC in Jupiter, FL and has over 30 years of experience in the finance industry.
Elliott Bottoms (CRD# 7475286) is an Investment Advisor Representative working at Slatestone Wealth LLC in Oyster Bay, NY and has 1 year of experience in the finance industry.