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Robin Leigh Slater

D.a. Davidson & Co.

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About Robin Leigh Slater

Robin Slater is a financial advisor who is registered with D.a. Davidson & Co. Robin has been working in the financial industry since 2020. Robin has a Series 63 and Series 65 license, as well as Series 6TO and SIE certifications. Robin's previous experience includes working with First Citizens Investor Services, Inc. and MMA Securities LLC. Robin specializes in portfolio management for individuals and businesses, and also provides financial planning services.

Firm Information

Robin Slater is currently registered with D.a. Davidson & Co.. D.A. Davidson & Co. is a corporation that was formed in May 1935, and has its main office located in GREAT FALLS, Montana. They offer a wide range of financial planning services, including portfolio management for individuals and businesses, pension consulting, educational seminars, and publication of periodicals. They also provide selection of other advisors and manage portfolios for investment companies and pooled investment vehicles. The firm is registered with the SEC and in all 50 states, as well as Puerto Rico. Their regulatory assets under management total $36,175,333,459.
D.a. Davidson & Co.

8 THIRD STREET NORTH

GREAT FALLS, MT 59401

$36.18B

Assets Under Management

1,000

Total Clients

1,002

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 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.

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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Robin Slater’s Registration & Firm History

VA

06/11/2024 - Present

D.a. Davidson & Co. (NORTH CHESTERFIELD VA)

NY

10/24/2023 - 04/17/2024

MMA SECURITIES LLC (NEW YORK NY)

VA

06/18/2020 - 09/11/2023

FIRST CITIZENS INVESTOR SERVICES, INC. (Richmond VA)

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Licenses & Designations

IA

Issued 08/14/2023

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/31/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/18/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 05/20/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robin Leigh Slater.
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