Fred Sloan (CRD# 4355498) is an Investment Advisor Representative working at Captrust in Lake Sucess, NY and has 1 year of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 5146297
Origin Investment Advisory LLC
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capfinancial Partners, Llc (captrust) | Raleigh, NC | Oct 2018 - Current | 5 |
| Excelsior Opportunity Advisors | Great Neck, NY | Jan 2012 - Sep 2019 | 7 |
| Excelsior Opportunity Management | Great Neck, NY | Jan 2012 - Sep 2019 | 7 |
| First Capital Consulting, Inc. | Great Neck, NY | Jun 2011 - Sep 2019 | 8 |
| Excelsior Management, LLC | Great Neck, NY | Jun 2011 - Sep 2019 | 8 |
| Fc Equities, Ltd. | Great Neck, NY | Jun 2011 - Sep 2019 | 8 |
| First Capital Equities, Ltd. | Great Neck, NY | Jan 2011 - Sep 2019 | 8 |
| Fce Group, Inc. | Great Neck, NY | Jan 2011 - Sep 2019 | 8 |
| Klein & Company | Great Neck, NY | Oct 2012 - Mar 2019 | 6 |
| Pi Asset Management, LLC | Great Neck, NY | Oct 2010 - Dec 2015 | 5 |
- FL
- NY
- NC
- TX
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Total Assets Under Management852,173MILLIONS
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Total Number of Accounts100,603ACCOUNTS
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Average Account Value$8,470,653
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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