Investment adviser representative · Slatestone Wealth LLC
Ryan D. Erickson
CRD 2471849 · Jupiter, FL
At a glance
Ryan D. Erickson is an investment adviser representative with Slatestone Wealth LLC in Jupiter, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Ryan’s SEC record dates to 1994, about 32 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Slatestone Wealth LLCSince November 2021Jupiter, FL · $1.8B in regulatory assets
SEC adviser record
- Registered since
- 1994 (32 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Ryan’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
- 3 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
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.