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Dennis Patrick Harkin

Slatestone Wealth LLC

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About Dennis Patrick Harkin

Dennis Harkin is an investment advisor representative who is currently registered with Slatestone Wealth LLC. Dennis has been in the industry for over 10 years and has held previous positions with Fidelity Brokerage Services LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Dennis is registered with the state of Florida and holds the Series 63, 65, and 66 licenses. Dennis has a strong background in providing financial planning and portfolio management services for individuals and businesses.

Firm Information

Dennis Harkin is currently registered with Slatestone Wealth LLC. Slatestone Wealth LLC is a Registered Investment Advisor based in Jupiter, FL. The firm manages $1.37 billion in assets for 1,426 clients, primarily high-net-worth individuals, corporations, and charitable organizations. Slatestone Wealth provides financial planning and portfolio management services.
Slatestone Wealth LLC

661 UNIVERSITY BLVD

JUPITER, FL 33458

$1.37B

Assets Under Management

15

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Dennis Harkin’s Registration & Firm History

FL

11/19/2020 - Present

Slatestone Wealth LLC (JUPITER FL)

RI

12/13/2010 - 01/10/2012

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

NY

03/10/2005 - 10/16/2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALBANY NY)

NY

01/01/2005 - 03/18/2005

AXA ADVISORS, LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/17/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/15/2011

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 02/17/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/10/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dennis Patrick Harkin.
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