Reed Sloat (CRD# 5654701) is an Investment Advisor Representative working at Elan Wealth Management, LLC in Chesapeake, VA and has over 14 years of experience in the finance industry.
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Steward Partners Investment Solutions, LLC | Chesapeake, VA | Mar 2024 - Current | < 1 |
| Steward Partners Investment Advisory, LLC | Chesapeake, VA | Mar 2024 - Current | < 1 |
| Elan Wealth Management, LLC | Chesapeake, VA | Mar 2024 - Current | < 1 |
| Steward Partners Global Advisory | Chesapeake, VA | Dec 2023 - Current | < 1 |
| Freedom Street Partners | Chesapeake, VA | Jul 2017 - Mar 2024 | 6 |
| Raymond James Financial Services, Inc. | Chesapeake, VA | Jul 2016 - Mar 2024 | 7 |
| Raymond James Financial Services Advisors Inc. | Chesapeake, VA | Jul 2016 - Mar 2024 | 7 |
| Edward Jones | Suffolk, VA | Mar 2009 - Jul 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2009 |
- NC
- VA
-
Total Assets Under Management135MILLIONS
-
Total Number of Accounts412ACCOUNTS
-
Average Account Value$327,611
- 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 businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
FL, NC, TX, VA
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 derived from SEC.gov data covering 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.
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.