Robert Slatkin is a CFP-designated registered investment advisor, based in Stamford, CT, with 7 years of industry experience.
Location
400 Atlantic Street, Floor 10, Suite 1020, Stamford, CT, 06901-3512
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Robert is a licensed CPA, though not actively using it in business activities, and a landlord renting out a condominium unit. He is also a financial advisor and wealth management associate at Slatkin Financial and Steward Partners, respectively, dedicating minimal time to each of these roles.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Solutions, LLC
Steward Partners Investment Advisory, LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
State Registrations25 states
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.