Evan Slater, financial advisor Livingston NJ

Evan Slater

CRD Number: 2283494
Current Firm: Beech Hill Advisors, Inc.

Evan Slater (CRD# 2283494) is an Investment Advisor Representative working at Beech Hill Advisors, Inc. in Livingston, NJ and has over 31 years of experience in the finance industry.

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Origin Investment Advisory LLC
Company Name Location Dates Years
Beech Hill Advisors, Inc. New York, NY Oct 2017 - Current 6
Beech Hill Securities, Inc. New York, NY Apr 2016 - Current 8
Stockcross Financial Services, Inc. Jersey City, NJ Apr 2013 - Mar 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1992
S66 NASAA Uniform Combined State Law Examination Aug 2017
Contact Info for Evan D. Slater
Phone Number: 212-350-7250
Firm Website: http://www.bh-adv.com/
Registered State(s):
  • MA
  • NY
By the Numbers
  • Total Assets Under Management
    313
    MILLIONS
  • Total Number of Accounts
    276
    ACCOUNTS
  • Average Account Value
    $1,134,503
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Market timing services
Types of Clients
Registered States

CA, CT, FL, LA, MA, NH, NJ, NY, TX, VT

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