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Matthew R Slater

RP Slater Financial Management, LLC

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About Matthew R Slater

Matthew Slater is an investment advisor representative at RP Slater Financial Management, LLC. Matthew is registered with the state of Virginia and has a Series 65 license. Matthew Slater has been in the financial services industry since 2022. Matthew has a background in environmental science and worked at the Chesapeake Bay Foundation before starting in finance. Matthew specializes in financial planning, portfolio management for individuals, and the selection of other advisors.

Firm Information

Matthew Slater is currently registered with RP Slater Financial Management, LLC. RP Slater Financial Management, LLC is an investment advisor registered with the SEC. The firm provides financial planning and portfolio management services to individuals and businesses. They specialize in serving high-net-worth individuals, with 14 clients and $11,225,000 in assets under management in this category. They also serve individuals other than high-net-worth, with 11 clients and $2,640,000 in assets under management, and corporations or other businesses, with $335,000 in assets under management. The firm has a total of 86 client accounts with approximately $14,200,000 in regulatory assets under management.

$14.20M

Assets Under Management

3

Total Clients

2

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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Matthew Slater’s Registration & Firm History

VA

03/02/2023 - Present

RP Slater Financial Management, LLC (RESTON VA)

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Licenses & Designations

IA

Issued 03/02/2022

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew R Slater.
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