Chief Compliance Officer · Strategic Family Wealth Counselors, L.L.C.
Joseph L. Sluck
CRD 2161084 · Named on Form ADV at one SEC-registered adviser
At a glance
Strategic Family Wealth Counselors, L.L.C., an SEC-registered wealth manager based in Fairfield, NJ with $1.7 billion in regulatory assets, lists Joseph L. Sluck on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- Strategic Family Wealth Counselors, L.L.C.Chief Compliance OfficerWealth manager · Fairfield, NJ · $1.7B in regulatory assets
AtlasMembers
Joseph’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
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
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Colleagues named on the same filings
- Michael T. DwyerManaging Member, Strategic Family Wealth Counselors, L.L.C.
- Christine T DwyerTrustee of Michael T. Dwyer, III 2021 Family Trust, Strategic Family Wealth Counselors, L.L.C.
- Michael T. DwyerTrustee of Michael T. Dwyer, III 2021 Family Trust, Strategic Family Wealth Counselors, L.L.C.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joseph’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.