SLATESTONE WEALTH LLC of JUPITER, FL is an SEC-registered investment adviser (CRD 286669). Regulatory assets under management: $1.8B. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities, Corporations.
Showing 25 of 31 people.
| Name | Role | Location |
|---|---|---|
| Jason Adam Seltzer | VICE PRESIDENT | — |
| Kevin Douglas Tice | OWNER; PRESIDENT | — |
| Paul Joseph Sorbara | BENEFICIARY; OWNER; TRUSTEE (+1 more) | — |
| Julia Catherine Sorbara | BENEFICIARY; TRUSTEE | — |
| Thomas Anthony Sorbara | BENEFICIARY; TRUSTEE | — |
| Sharon Anne Daniels | FOUNDER, CO-CEO; FOUNDER, CO-CEO/CCO; MANAGING MEMBER | — |
| Patrick Edward Tylander | FOUNDER, CO-CEO; MANAGING MEMBER | — |
| Daniel Doyce Payne | CHIEF INVESTMENT OFFICER | — |
| Dennis Patrick Harkin | CHIEF OPERATING OFFICER | — |
| Milagros (Nmn) Kleiner | MANAGING MEMBER | — |
| PAVLIK ROBERT GLENN | CHIEF MARKET STRATEGIST | — |
| KLEINER MILAGROS | DIRECTOR OF OPERATIONS, COMPLIANCE OFFICER | — |
| DANIELS SHARON ANNE | CEO, CCO; FOUNDER, CO-CEO; FOUNDER, CO-CEO/CCO (+4 more) | — |
| TYLANDER PATRICK E | CFO; MEMBER | — |
| KING HILARY LYNN | BUSINESS DEVELOPMENT OFFICER, MEMBER; TRUSTEE OF TERRI KING TRUST (TERRI KING TTE) | — |
| COSTIGAN DAVID JOHN | MANAGING MEMBER; MANAGING MEMBER AND COO | — |
| SORBARA PAUL JOSEPH | BENEFICIARY; OWNER; TRUSTEE (+1 more) | — |
| TICE KEVIN DOUGLAS | OWNER; PRESIDENT | — |
| SORBARA JULIA CATHERINE | BENEFICIARY; TRUSTEE | — |
| SORBARA THOMAS ANTHONY | BENEFICIARY; TRUSTEE | — |
| TYLANDER PATRICK EDWARD | FOUNDER, CO-CEO; MANAGING MEMBER; MANAGING MEMBER, PRESIDENT, CFO | — |
| KLEINER MILAGROS NMN | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; MEMBER, CHIEF COMPLIANCE OFFICER (+1 more) | — |
| GALINSKY EYAL NMN | MANAGING MEMBER, SENIOR WEALTH ADVISOR; MEMBER | — |
| GALINSKY EYAL | MANAGING MEMBER, SENIOR WEALTH ADVISOR | — |
| ROGOSZINSKI RONIT | MEMBER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| 2014-06-11 | regulatory | WHILE EMPLOYED BY BANYAN PARTNERS, LLC (BANYAN), MR. PAYNE BELIEVED THAT BANYAN HAD COMPLETED THE PROCESS TO REGISTER HIM IN FLORIDA AS AN INVESTMENT ADVISER REPRESENTATIVE. BANYAN FAILED TO COMPLETE THE REGISTRATION PROCESS, AND MR. PAYNE WAS UNAWARE OF THE NON-COMPLIANCE UNTIL AFTER HE JOINED MORG… | Final | $6K |
| City | State | Employees | Phone |
|---|---|---|---|
| MADISON | WI | 4 | 608-616-4350 |
| DAVIE | FL | 3 | 9546060777 |