Founder, Co-Ceo · Slatestone Wealth LLC
Patrick E. Tylander
CRD 5515799 · 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 Patrick E. Tylander on its Form ADV as Founder, Co-Ceo, a control person.
Firms and roles
- Slatestone Wealth LLCFounder, Co-CeoWealth manager · Jupiter, FL · $1.8B in regulatory assets
AtlasMembers
Patrick’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
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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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
- Daniel D. PayneChief Investment Officer, 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 Patrick’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.