Sharon
Daniels
Slatestone Wealth LLC
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About this Advisor
Sharon Daniels is a financial advisor who works in Jupiter, Florida with 6 years of industry experience. Daniels is on the advisory team at Slatestone Wealth LLC. Daniels has gained experience at Banyan Partners, LLC, Boston Private Wealth, LLC, Slatestone Wealth, LLC, 3One7, LLC and Slatestone Private Client. Daniels has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can operate in Colorado and Florida. Slatestone Wealth LLC is a financial advisory firm headquartered in Jupiter, FL. The investment advisory business has offices in four locations and a total of 23 financial advisors. It handles $952 million in assets among its 1,158 client accounts, placing it among the larger firms in the United States by assets under management. The firm provides services to two charities and foundations. Of its 1,158 accounts, 47% belong to high-net-worth clients who have greater than $1 million in investable assets. The advisory firm performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules largely depend on the type of services. Fee types charged by Slatestone Wealth LLC likely consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Slatestone Wealth LLC Brokerage Details
$952,284,709
23
1,158
$822,353
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Sharon Daniels Work History
Sharon has been registered as a financial advisor for 6 years.*
Slatestone Wealth, LLC
Slatestone Private Client
3One7, LLC
Boston Private Wealth, LLC
Banyan Partners, LLC
*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 Sharon Daniels 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 Slatestone Wealth LLC
Madison, WI
Jupiter, FL
Jupiter, FL
Madison, WI
Jupiter, FL
Boca Raton, FL
Jupiter, FL
St Petersburg, FL
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.
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