Evan
Slater
Beech Hill Advisors, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Evan Slater is a financial advisor based in Livingston, New Jersey with a total of 6 years of relevant experience. Slater is currently employed by Beech Hill Advisors, Inc. During their career, Slater has held roles at Stockcross Financial Services, Inc, Beech Hill Advisors, Inc and Beech Hill Securities, Inc. Slater holds Series 63 and Series 66 licenses, designating them as a securities representative, and is registered to serve investors in Massachusetts and New York. Beech Hill Advisors, Inc is a financial advisory company headquartered in New York, NY. The investment advisory business has offices in three locations and a total of eight advisors. It oversees $265 million in assets under management between its 556 customer accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 556 customer accounts, 33% are held by high-net-worth clients who have more than $1 million in investable assets. The company offers a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies and market timing services. Fees for financial management are based on which services the firm provides the client. However, fee types charged by Beech Hill Advisors, Inc most likely are comprised of any blend of asset-based and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Beech Hill Advisors, Inc Brokerage Details
$265,364,568
8
556
$477,274
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Market timing services
Evan Slater Work History
Evan has been registered as a financial advisor for 6 years.*
Beech Hill Advisors, Inc
Beech Hill Securities, Inc
Stockcross Financial Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Evan Slater to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Beech Hill Advisors, Inc
Livingston, NJ
New York, NY
Scarsdale, NY
New York, NY
New York, NY
New York, NY
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.