Nolan Slattery, financial advisor Smithtown NY
88 score

Nolan Slattery

CRD Number: 5944396
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Nolan Slattery (CRD# 5944396) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Smithtown, NY and has over 2 years of experience in the finance industry.

Similar Advisors
Peter Scholtz, financial advisor Smithtown NY
Peter D. Scholtz
CRD# 873183
Scholtz & Co
Score
103
Similar Advisors
Erich Beck, financial advisor Smithtown NY
Erich M. Beck
CRD# 6040390
Axa Advisors, LLC
Score
88
Similar Advisors
David Warshaw, financial advisor Smithtown NY
David E. Warshaw
CRD# 4702122
American Portfolios Advisors, Inc.
Score
107
Company Name Location Dates Years
Bank Of America, N.a. Smithtown, NY Nov 2014 - Current 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Smithtown, NY Jan 2014 - Current 2
Shark Lines Inc. Patchogue, NY Mar 2013 - Dec 2013 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Smithtown, NY Dec 2012 - Feb 2013 < 1
Suny Albany Albany, NY Sep 2011 - Nov 2012 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Smithtown, NY Jun 2011 - Aug 2011 < 1
Suny Albany Albany, NY Jun 2004 - May 2011 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Nolan Slattery
Phone Number: 800-637-7455
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    575,342
    MILLIONS
  • Total Number of Accounts
    1,715,259
    ACCOUNTS
  • Average Account Value
    $335,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Nolan Slattery and other advisors.
BADGES
88
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.