Robin
Slaughter

Center Street Advisors, Inc

CRD#1048506
Investment Advisor
in Charlotte, NC

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About this Advisor

Robin Slaughter is a certified financial planner operating in Charlotte, North Carolina with 1 year of industry experience. Slaughter is on the advisory team at Center Street Advisors, Inc. Over the course of their career, Slaughter has held roles at Ing Financial Partners, Inc, Resource Horizons Group.L.L.C, Retirement & Estate Planning Services, Kovack Securities Inc, Kovack Advisors, Inc, First Heartland Capital Inc, Maximum Advisory LLC, Alphastar Capital Management LLC and Center Street Advisors, LLC. Slaughter holds a Series 63 license, designating them as a securities broker, and is approved to operate in Florida, North Carolina and South Carolina. Center Street Advisors, Inc is a registered investment business headquartered in Nashville, TN. The firm has offices in 44 locations and a total of 45 people on staff. It controls $336 million in total assets across its 1,689 client accounts, making it one of the mid-sized financial advisory firms in the United States by assets under management. Center Street Advisors, Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial management fees largely depend on which service is offered. However, fees charged by Center Street Advisors, Inc may include any combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

Charlotte, NC

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Center Street Advisors, Inc Brokerage Details

Total Assets Under Management

$336,007,103

NC Average: $730,596,643
Total Number of Employees

45

NC Average: 15
Total Number of Accounts

1,689

NC Average: 968
Average Account Size

$198,938

NC Average: $754,749

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Robin Slaughter Work History

Robin has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Center Street Advisors, LLC

2011 - Present (13 years)

Retirement & Estate Planning Services

2021 - 2022 (1 year)

Alphastar Capital Management LLC

2018 - 2021 (3 years)

Maximum Advisory LLC

2015 - 2015 (< 1 year)

Kovack Advisors, Inc

2015 - 2018 (3 years)

First Heartland Capital Inc

2014 - 2015 (1 year)

Kovack Securities Inc

2013 - 2014 (1 year)

Resource Horizons Group.L.L.C

2011 - 2013 (2 years)

Ing Financial Partners, 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 Robin Slaughter 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 Center Street Advisors, Inc

Kevin Vozar
Nashville, TN
Adam Wright
Nashville, TN
Tiffany Noto
Nashville, TN
Rachel Baker
Woodstock, GA
Amy Widener
Bristol, VA
James Toddy
Scottsdale, AZ
David Narish
Nashville, TN
Lawrence Hardee
Brentwood, TN

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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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.

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