Investment adviser representative · Slatestone Wealth LLC
Troy C. Sorel
CRD 5685101 · Jupiter, FL
At a glance
Troy C. Sorel 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 Troy’s SEC record dates to 2012, about 14 years ago.
Current advisory firm
- Slatestone Wealth LLCSince January 2020Jupiter, FL · $1.8B in regulatory assets
SEC adviser record
- Registered since
- 2012 (14 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Troy’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.