Slatestone Wealth LLC
Legal Name: SLATESTONE WEALTH LLC
Full Contact Details
Slatestone Wealth LLC
4495 MILITARY TRAIL, SUITE 207, JUPITER, FL
561-244-2504
561-584-6945
Other Info
Slatestone Wealth LLC, a Florida-based Limited Liability Company, boasts a team of 23 employees, including 12 advisors, serving 350 clients. With an SEC-approved status and registration dating back to Feb 24, 2017, the company is primed to continue providing top-notch financial advisory services.
Life Guidance and Planning Services - SlateStone Wealth
We offer solutions and suggesting course corrections so you have greater clarity, confidence and control over your life.
Direct Owners
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DAVID JOHN COSTIGAN
MANAGING MEMBER AND COO owns less than 5%
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GNJ LLC
MEMBER owns more than 25% but less than 50%
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MILAGROS (NMN) KLEINER
MEMBER, CHIEF COMPLIANCE OFFICER owns less than 5%
-
PATRICK EDWARD TYLANDER
MANAGING MEMBER, PRESIDENT, CFO owns less than 5%
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ROBERT GLENN PAVLIK
CHIEF MARKET STRATEGIST owns less than 5%
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RONIT ROGOSZINSKI
MEMBER owns less than 5%
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SHARON ANNE DANIELS
MANAGING MEMBER, CEO owns less than 5%
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SLATESTONE GROUP, LLC
OWNER owns more than 50% but less than 75%
-
TERRI KING TRUST (TERRI KING TTE)
MEMBER owns more than 5% but less than 10%
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TERRI LYNN KING
TRUSTEE OF TERRI KING TRUST (TERRI KING TTE) owns more than 5% but less than 10%
Indirect Owners
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DAVID JOHN COSTIGAN
MANAGING MEMBER
-
EYAL (NMN) GALINSKY
MEMBER owns 75% or more
-
PATRICK EDWARD TYLANDER
MANAGING MEMBER owns more than 50% but less than 75%
-
SHARON ANNE DANIELS
MANAGING MEMBER owns more than 25% but less than 50%