Stuart
Slack
Eventide Asset Management, LLC
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About this Advisor
Stuart Slack is a financial advisor based in Matthews, North Carolina, working with Eventide Asset Management, LLC. Stuart has previously worked at Waddell & Reed, Inc, Ivy Funds Distributor, Inc, Eventide Asset Management, LLC, Northern Lights Distributors, LLC, and Foreside Fund Services, LLC. Stuart has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Stuart is part of Eventide Asset Management, LLC, which is located in Matthews, North Carolina. The firm has 68 employees and manages assets totaling $6.4 billion. Eventide Asset Management, LLC serves charitable clients and offers services such as portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, educational seminars, and other services. The fee structure at Eventide Asset Management, LLC includes asset-based, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Eventide Asset Management, LLC Brokerage Details
$6,430,469,741
68
26
$247,325,759
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
Foreside Fund Services, LLC
Eventide Asset Management, LLC
Northern Lights Distributors, LLC
Waddell & Reed, Inc
Ivy Funds Distributor, Inc
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
Fredericksburg, VA
Matthews, NC
Doylestown, PA
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