Stuart
Slack
Eventide Asset Management, LLC
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About this Advisor
Stuart Slack is a financial advisor who works out of Matthews, North Carolina with a total of 5 years of relevant experience. Slack currently works for Eventide Asset Management, LLC. Slack has gained experience at Foreside Fund Services, LLC, Northern Lights Distributors, LLC, Waddell & Reed, Inc, Ivy Funds Distributor, Inc and Eventide Asset Management, LLC. Slack maintains Series 66 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in North Carolina. Eventide Asset Management, LLC is a registered investment company based out of Boston, MA. It controls $6 billion in assets between its 10 customer accounts, making it one of the largest firms in the nation by assets under management. Eventide Asset Management, LLC provides a broad range of services, such as portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, educational seminars and other services. Financial advisory fees largely vary depending on which services the firm provides the client. However, fee types billed by Eventide Asset Management, LLC may include asset-based, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Eventide Asset Management, LLC Brokerage Details
$6,074,655,417
68
10
$607,465,542
Investment Advisory Services
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
- Other
Stuart Slack Work History
Stuart has been registered as a financial advisor for 5 years.*
Foreside Fund Services, LLC
Eventide Asset Management, LLC
Northern Lights Distributors, LLC
Waddell & Reed, Inc
Ivy Funds Distributor, 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 Stuart Slack 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 Eventide Asset Management, LLC
Matthews, NC
Doylestown, PA
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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