Slatestone Wealth LLC

Slatestone Wealth LLC (CRD# 286669) is a financial advisory firm headquartered in Jupiter, FL. They manage $1,370,465,172 in 1,426 accounts and serve the financial needs of clients across 17 states (or territories).

Current Firm Details
661 University Blvd, Suite 100, Jupiter, FL 33458
http://www.slatestone.com
By the Numbers
  • Total Assets Under Management
    1,370
    MILLION
  • Total Number of Accounts
    1,426
    ACCOUNTS
  • Average Account Value
    $961,056
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CO, CT, FL, GA, IL, MA, MD, MN, NC, NH, NJ, NY, TX, WI

Financial Advisors at Slatestone Wealth LLC
Showing 1 - 10 of 16 top financial advisors.
1
Charles Daniels, financial advisor Jupiter FL
Charles J. Daniels
CRD#: 5438221
661 University Blvd, Suite 100, Jupiter, FL 33458

Charles Daniels (CRD# 5438221) is an Investment Advisor Representative working at Slatestone Wealth LLC in Jupiter, FL and has over 16 years of experience in the finance industry.

2
Sharon Daniels, financial advisor Jupiter FL
Sharon A. Daniels
CRD#: 1242783
661 University Blvd, Suite 100, Jupiter, FL 33458

Sharon Daniels (CRD# 1242783) is an Investment Advisor Representative working at Slatestone Wealth LLC in Jupiter, FL and has over 37 years of experience in the finance industry.

3
Daniel Devine, financial advisor Jupiter FL
Daniel E. Devine
CRD#: 1026886
661 University Blvd, Suite 100, Jupiter, FL 33458

Daniel Devine (CRD# 1026886) is an Investment Advisor Representative working at Slatestone Wealth LLC in Jupiter, FL and has over 41 years of experience in the finance industry.

4
Jason Joanis, financial advisor Jupiter FL
Jason W. Joanis
CRD#: 3082713
661 University Blvd, Suite 100, Jupiter, FL 33458

Jason Joanis (CRD# 3082713) is an Investment Advisor Representative working at Slatestone Wealth LLC in Jupiter, FL and has over 25 years of experience in the finance industry.

5
Terri King, financial advisor Boca Raton FL
Terri L. King
CRD#: 4115535
7000 W Palmetto Rd, Boca Raton, FL 33433

Terri King (CRD# 4115535) is an Investment Advisor Representative working at Slatestone Wealth LLC in Boca Raton, FL and has over 12 years of experience in the finance industry.

6
Robert Levin, financial advisor Jupiter FL
Robert Levin
CRD#: 2713527
661 University Blvd, Suite 100, Jupiter, FL 33458

Robert Levin (CRD# 2713527) is an Investment Advisor Representative working at Slatestone Wealth LLC in Jupiter, FL and has over 28 years of experience in the finance industry.

7
Kimberly Pierce, financial advisor Jupiter FL
Kimberly L. Pierce
CRD#: 4642159
661 University Blvd, Suite 100, Jupiter, FL 33458

Kimberly Pierce (CRD# 4642159) is an Investment Advisor Representative working at Slatestone Wealth LLC in Jupiter, FL and has 1 year of experience in the finance industry.

8
Troy Sorel, financial advisor Jupiter FL
Troy C. Sorel
CRD#: 5685101
661 University Blvd, Suite 100, Jupiter, FL 33458

Troy Sorel (CRD# 5685101) is an Investment Advisor Representative working at Slatestone Wealth LLC in Jupiter, FL and has over 11 years of experience in the finance industry.

9
Lisa Tomczak, financial advisor Jupiter FL
Lisa L. Tomczak
CRD#: 2469208
661 University Blvd, Suite 100, Jupiter, FL 33458

Lisa Tomczak (CRD# 2469208) is an Investment Advisor Representative working at Slatestone Wealth LLC in Jupiter, FL and has over 29 years of experience in the finance industry.

10
Elliott Bottoms, financial advisor Jupiter FL
Elliott M. Bottoms
CRD#: 7475286
661 University Blvd, Suite 100, Jupiter, FL 33458

Elliott Bottoms (CRD# 7475286) is an Investment Advisor Representative working at Slatestone Wealth LLC in Jupiter, FL and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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