John Slupski, financial advisor Lexington MA
90 score

John Slupski

CRD Number: 4525266
Current Firm: Wingate Wealth Advisors, Inc.

John Slupski (CRD# 4525266) is an Investment Advisor Representative working at Wingate Wealth Advisors, Inc. in Lexington, MA and has 1 year of experience in the finance industry. John Slupski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Christopher Grande, financial advisor Lexington MA
Christopher Grande
CRD# 2616253
Walnut Hill Advisors, LLC
Similar Advisors
Peter Canniff, financial advisor Lexington MA
Peter J. Canniff
CRD# 2513892
Advanced Portfolio Design, LLC
Similar Advisors
Patrick Cote, financial advisor Lexington MA
Patrick R. Cote
CRD# 5189191
Assetgrade, LLC
Professional Designations
Company Name Location Dates Years
Wingate Wealth Advisors, Inc. Lexington, MA Sep 2017 - Current < 1
East Coast Asset Management, LLC Essex, MA Jul 2011 - Current 6
East Coast Asset Management, Inc. Essex, MA Jun 2011 - Jul 2011 < 1
Pegaesus Advisors, Inc. Lexington, MA Mar 2009 - Jun 2011 2
Wingate Financial Corporation Lexington, MA Apr 2000 - Mar 2009 8
Wingate Planning Corporation Lexington, MA Apr 2000 - Mar 2009 8
Wingate Financial Group, Inc. Lexington, MA Apr 1999 - Mar 2009 9

John Slupski has no recent exams reported.
Contact Info for John C. Slupski
Phone Number: 781-862-7100
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from John Slupski and other advisors.
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.