Gregory Slonaker
CRD Number: 1336654Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Gregory Slonaker (CRD# 1336654) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Rehoboth Beach, DE and has over 3 years of experience in the finance industry.
CRD# 5306985
Lpl Financial LLC
CRD# 5739173
Ballast Financial Advisors, LLC
CRD# 6454257
Arkadios Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Rehoboth Beach, DE | Feb 2023 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Rehoboth Beach, DE | Dec 2022 - Current | 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Dec 2020 - Dec 2022 | 2 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Aug 2020 - Dec 2022 | 2 |
| Northwestern Mutual Investment Services LLC | Philadelphia, PA | Aug 2020 - Dec 2022 | 2 |
| Retired Or Never Worked | Princeton Junction, NJ | Jun 2019 - Aug 2020 | 1 |
| Metlife | Whippany, NJ | Oct 1995 - Jun 2019 | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2020 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2022 |
- DE
- TX
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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