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.

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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
    535
    MILLIONS
  • Total Number of Accounts
    1,862
    ACCOUNTS
  • Average Account Value
    $287,303
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

CA, CT, FL, MA, MD, ME, NH, NY, RI, TX, VT

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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