Chief Operating Officer · Slatestone Wealth LLC
Dennis P. Harkin
CRD 4871754 · 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 Dennis P. Harkin on its Form ADV as Chief Operating Officer.
Firms and roles
- Slatestone Wealth LLCChief Operating OfficerWealth manager · Jupiter, FL · $1.8B in regulatory assets
AtlasMembers
Dennis’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
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings
- Sharon A. DanielsFounder, Co-Ceo, Slatestone Wealth LLC
- Patrick E. TylanderFounder, Co-Ceo, Slatestone Wealth LLC
- Daniel D. PayneChief Investment 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 Dennis’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.