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 11 - 16 of 16 top financial advisors.
11
Michael Coady, financial advisor Milton GA
Michael J. Coady
CRD#: 7754478
Milton, GA

Michael Coady (CRD# 7754478) is an Investment Advisor Representative working at Slatestone Wealth LLC in Milton, GA and has 1 year of experience in the finance industry.

12
Ryan Erickson, financial advisor Jupiter FL
Ryan D. Erickson
CRD#: 2471849
661 University Blvd, Suite 100, Jupiter, FL 33458

Ryan Erickson (CRD# 2471849) is an Investment Advisor Representative working at Slatestone Wealth LLC in Jupiter, FL and has over 30 years of experience in the finance industry.

13
Dennis Harkin, financial advisor Jupiter FL
Dennis P. Harkin
CRD#: 4871754
661 University Blvd, Suite 100, Jupiter, FL 33458

Dennis Harkin (CRD# 4871754) is an Investment Advisor Representative working at Slatestone Wealth LLC in Jupiter, FL and has over 19 years of experience in the finance industry.

14
Jacob Metro, financial advisor Jupiter FL
Jacob A. Metro
CRD#: 5307318
661 University Blvd, Suite 100, Jupiter, FL 33458

Jacob Metro (CRD# 5307318) is an Investment Advisor Representative working at Slatestone Wealth LLC in Jupiter, FL and has 1 year of experience in the finance industry.

15
Jennifer Ridley Hanson, financial advisor Jupiter FL
Jennifer L. Ridley Hanson
CRD#: 2563633
661 University Blvd, Suite 100, Jupiter, FL 33458

Jennifer Ridley Hanson (CRD# 2563633) is an Investment Advisor Representative working at Slatestone Wealth LLC in Jupiter, FL and has over 29 years of experience in the finance industry.

16
Joshua Rudolph, financial advisor Jupiter FL
Joshua B. Rudolph
CRD#: 4314385
661 University Blvd, Suite 100, Jupiter, FL 33458

Joshua Rudolph (CRD# 4314385) 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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