Fred
Sloan
Captrust
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About this Advisor
Fred Sloan is a financial advisor based in New Hyde Park, New York, working with Captrust. Fred has previously held positions at First Capital Equities, LTD, Klein & Company, Excelsior Opportunity Advisors, Excelsior Opportunity Management, First Capital Consulting, Inc, Excelsior Management, LLC, Fc Equities, LTD, Pi Asset Management, LLC, Fce Group, Inc, and Capfinancial Partners, LLC (Captrust). Fred is registered to provide services in Florida, New York, North Carolina, and Texas. Currently, Fred is part of Captrust, which operates out of New Hyde Park, New York. The firm has 69 offices and 1,554 employees. The firm manages assets totaling $852.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. The fee structure at Captrust includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$852,173,054,617
1,554
100,603
$8,470,653
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Fred Sloan Work History
Capfinancial Partners, LLC (Captrust)
Klein & Company
Excelsior Opportunity Advisors
Excelsior Opportunity Management
First Capital Equities, LTD
First Capital Consulting, Inc
Excelsior Management, LLC
Fc Equities, LTD
Fce Group, Inc
Pi Asset Management, LLC
Disclosures
Please visit the SEC profile of Fred Sloan 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 Captrust
Lone Tree, CO
San Antonio, TX
Sacramento, CA
Boerne, TX
San Antonio, TX
Dayton, OH
Houston, TX
New Hyde Park, NY
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