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Lisa Lynn Tomczak

Slatestone Wealth LLC

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About Lisa Lynn Tomczak

Lisa Tomczak is a financial advisor with Slatestone Wealth LLC. Lisa has over 25 years of experience in the financial services industry. Lisa holds Series 6, 7 and 66 securities licenses. Lisa has worked at several firms including Ameriprise Financial Services, Inc., Raymond James Financial Services, Inc. and Raymond James & Associates, Inc. before joining Slatestone Wealth LLC.

Firm Information

Lisa Tomczak 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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Lisa Tomczak’s Registration & Firm History

FL

07/25/2023 - Present

Slatestone Wealth LLC (JUPITER FL)

FL

02/23/2011 - 12/06/2013

AMERIPRISE FINANCIAL SERVICES, INC. (PALM BEACH GARDENS FL)

FL

06/02/2010 - 02/03/2011

RAYMOND JAMES FINANCIAL SERVICES, INC. (BOYNTON BEACH FL)

FL

04/27/2007 - 10/22/2009

RAYMOND JAMES & ASSOCIATES, INC. (WEST PALM BEACH FL)

NY

05/31/1994 - 01/24/1996

NYLIFE SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 05/24/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/31/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/11/2007

Series 7 - General Securities Representative Examination

BC

Issued 05/27/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Lisa Lynn Tomczak. Review regulatory record here.
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