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Paul Slakter

Cornerstone Investment Partners, LLC

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About Paul Slakter

Paul Slakter is an investment advisor representative with Cornerstone Investment Partners, LLC. Paul has been in the financial services industry since 1999. Paul is registered with the state of Florida as an Investment Advisor Representative. Paul has been employed by Cornerstone Investment Partners, LLC since October 2022. Prior to that, Paul was with Resolute Investment Distributors, Inc. and VP Distributors LLC. Paul also owned and operated rental properties. Paul's specialties include asset allocation, portfolio management, retirement planning, and estate planning.

Firm Information

Paul Slakter is currently registered with Cornerstone Investment Partners, LLC. Cornerstone Investment Partners, LLC is an investment advisor based in Atlanta, GA, managing over $1.89 billion in assets for individuals, families, businesses, charitable organizations, and other investment advisors. The firm provides portfolio management for individuals, families, businesses, and pooled investment vehicles. They also offer model portfolio services.
Cornerstone Investment Partners, LLC

PHIPPS TOWER, 3438 PEACHTREE RD. NE.

ATLANTA, GA 30326

$1.90B

Assets Under Management

7

Total Clients

9

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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model portfolio provider

Model portfolio provider

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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percentage of assets

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

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other

Model provider fees (uma platforms)

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Paul Slakter’s Registration & Firm History

FL

01/21/2023 - Present

Cornerstone Investment Partners, LLC (Tampa FL)

TX

09/17/2018 - 09/15/2022

RESOLUTE INVESTMENT DISTRIBUTORS, INC. (IRVING TX)

CT

06/01/2017 - 09/06/2018

VP DISTRIBUTORS LLC (HARTFORD CT)

FL

08/20/2008 - 06/01/2017

RIDGEWORTH DISTRIBUTORS LLC (TAMPA FL)

FL

08/05/2008 - 08/20/2008

SUNTRUST INVESTMENT SERVICES, INC. (TAMPA FL)

FL

04/01/1999 - 05/25/2006

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

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Licenses & Designations

BOTH

Issued 07/30/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/31/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul Slakter.
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