CD
Charles Daniels
from Slatestone Wealth LLC
Charles Daniels is a financial advisor based in Florida, Jupiter,
with 17 years of experience. Charles currently works for
Slatestone Wealth LLC.
Charles maintains the following licenses: S66 (Uniform Combined State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Charles Daniels works at Slatestone Wealth LLC
Slatestone Wealth LLC is a financial advisory firm based in Jupiter, Florida. It currently has approximately $939,150,673 of assets under management and employs about 23 people. Slatestone Wealth LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Combined State Law Examination (S66)
Uniform Investment Adviser Law Examination (S65)
Years registered
7 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
661 University Blvd, Suite 100, Jupiter, Florida, 33458
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