Chief Investment Officer · Slatestone Wealth LLC
Daniel D. Payne
CRD 3126312 · Named on Form ADV at one SEC-registered adviser
At a glance
Slatestone Wealth LLC, an SEC-registered wealth manager based in Jupiter, FL with $1.8 billion in regulatory assets, lists Daniel D. Payne on its Form ADV as Chief Investment Officer.
Firms and roles
- Slatestone Wealth LLCChief Investment OfficerWealth manager · Jupiter, FL · $1.8B in regulatory assets
AtlasMembers
Daniel’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- Locked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 1998 (28 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 63, Series 65, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Daniel’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Sharon A. DanielsFounder, Co-Ceo, Slatestone Wealth LLC
- Patrick E. TylanderFounder, Co-Ceo, Slatestone Wealth LLC
- Dennis P. HarkinChief Operating Officer, Slatestone Wealth LLC
- Michael J. CoadyChief Strategy & Growth Officer, Partner, Slatestone Wealth LLC
- Michael D. McCorkleChief Compliance Officer, Slatestone Wealth LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Daniel’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.