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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elliott? Claim Your ProfileElliott Maxwell Bottoms is an investment advisor representative for Slatestone Wealth LLC. Elliott Bottoms has been active in the industry since April 2021. Elliott is registered in Connecticut and Florida. Elliott Bottoms is a Series 65 exam holder, having passed the Uniform Investment Adviser Law Examination in December of 2022. Elliott's specializations are Financial Planning, Portfolio Management for Individuals and Selection of other advisers. The firm has a main office located in Jupiter, Florida and manages approximately $1.37 billion in assets. Slatestone Wealth LLC serves individuals, businesses, and charitable organizations. The firm's primary focus is on providing financial planning and portfolio management services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
01/01/2025 - Present
Slatestone Wealth LLC (Oyster Bay NY)
IA
Issued 12/13/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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