Ryan
Erickson
Slatestone Wealth LLC
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About this Advisor
Ryan Erickson is a chartered financial analyst based out of Madison, Wisconsin with a total of 2 years of industry experience. Erickson is an employee of Slatestone Wealth LLC. Over the course of their career, they have held roles at Banyan Partners, Bp Wealth Management, LLC, Slatestone Wealth, LLC, Bmo Harris Wealth Management, Pnc Wealth Management and Holt-Smith Advisor, Inc. Erickson has a Series 65 license, certifying them as an investment advisor representative, and is approved to advise clients in Wisconsin. Slatestone Wealth LLC is a financial advisory business based in Jupiter, FL. The investment advisory business has offices in four locations and a total of 23 financial advisors. It has $952 million in assets under management across its 1,158 accounts, making it one of the bigger financial advisory firms in the country by assets under management. The firm serves two charities and foundations. Of its 1,158 accounts, 47% are held by high-net-worth investors who have more than $1 million in assets available to invest. Slatestone Wealth LLC provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management are based on which services the firm provides the client. However, fee types billed by Slatestone Wealth LLC may include 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
Ryan Erickson Work History
Ryan has been registered as a financial advisor for 2 years.*
Slatestone Wealth, LLC
Bmo Harris Wealth Management
Bp Wealth Management, LLC
Pnc Wealth Management
Banyan Partners
Holt-Smith Advisor, 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 Ryan Erickson 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
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