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Sharon Anne Daniels

Slatestone Wealth LLC

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About Sharon Anne Daniels

Sharon Daniels is a registered Investment Advisor Representative with SlateStone Wealth LLC. Sharon has been in the financial services industry since 1984. Sharon is also a Managing Member of SlateStone Holdings LLC, a non-investment related holding company for SlateStone Wealth. Sharon holds Series 3, 6, 7, 24, 63, and 65 licenses. Sharon specializes in providing financial planning and portfolio management for individuals, businesses, and charitable organizations.

Firm Information

Sharon Daniels 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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Sharon Daniels’s Registration & Firm History

FL

04/14/2017 - Present

Slatestone Wealth LLC (JUPITER FL)

FL

06/28/2004 - 01/19/2011

WEISS CAPITAL SECURITIES, INC. (PALM BEACH GARDENS FL)

FL

03/07/1996 - 03/16/2004

WEISS FUNDS, INC. (JUPITER FL)

NY

02/15/1988 - 12/24/1992

LEHMAN BROTHERS INC. (NEW YORK NY)

NA

01/11/1988 - 02/15/1988

E. F. HUTTON & COMPANY INC

NA

03/06/1987 - 10/15/1987

FIRST INVESTORS CORPORATION

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Licenses & Designations

IA

Issued 03/30/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/06/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/04/1996

Series 24 - General Securities Principal Examination

BC

Issued 02/07/1996

Series 7 - General Securities Representative Examination

BC

Issued 03/05/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/1984

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sharon Anne Daniels.
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