Perry SlagowskiCRD Number: 6185468
Current Firm: Strategic Advisers, Inc.
Perry Slagowski (CRD# 6185468) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Salt Lake City, UT and has over 4 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Fidelity Investments||Salt Lake, UT||Apr 2013 - Current||5|
|Salt Lake City School District||Salt Lake, UT||Mar 2013 - Apr 2013||< 1|
|Unemployed||Farmington, UT||Aug 2012 - Feb 2013||< 1|
|Salt Lake City School District||Salt Lake, UT||Feb 2012 - Jul 2012||< 1|
|University Of Utah||Salt Lake, UT||May 2010 - May 2012||2|
|Temple Square Hospitality||Salt Lake, UT||Apr 2008 - Apr 2010||2|
|The Church Of Jesus Christ Of Latter Day Saints||Mcallen, TX||Feb 2006 - Mar 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2013|
|S66||NASAA Uniform Combined State Law Examination||Mar 2014|
Total Assets Under Management254,026MILLIONS
Total Number of Accounts688,691ACCOUNTS
Average Account Value$368,854
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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