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Craig Slater

22 Years of Experience
Newton Lower Falls, MA
Broker

Craig Slater is a registered investment advisor, based in Newton Lower Falls, MA, with 22 years of industry experience.

Location

2345 Washington Street, Suite 101, Newton Lower Falls, MA, 02462

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
July 2025 - Present · 10 mos
Previous Registrations
Morgan Stanley
July 2012 - July 2025 · 13 yrs
Morgan StanleyBroker
June 2012 - July 2025 · 13 yrs 1 mo
New England SecuritiesBroker
June 2006 - December 2009 · 3 yrs 6 mos
Park Avenue Securities LLCBroker
September 2001 - June 2006 · 4 yrs 9 mos
State Registrations19 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Craig Slater - Financial Advisor | TrueAdvisor