DFX Intelligence

Data Factory

RIA / WealthAdvisor30 years in industry

ROBERT LEVIN

Advisor at SLATESTONE WEALTH LLC

Wimauma, FL | JUPITER, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:816cd5de-eaec-1485-db44-e47836d51016

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Oct 7, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SLATESTONE WEALTH LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 8, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Apr 8, 1996
First registration: Oct 7, 2003
Dual registered: no
IAPD individual key: 2713527

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SLATESTONE WEALTH LLC	Independent wealth	Mar 13, 2020	n/a	yes	JUPITER, FL\|Wimauma, FL	Current employment
SLATESTONE PRIVATE CLIENT	Former SEC adviser	Jun 25, 2019	Mar 26, 2020	no	JUPITER, FL\|Weston, FL	Previous registration
EMERALD ASSET ADVISORS LLC	Former SEC adviser	Jan 29, 2015	Jun 21, 2019	no	WESTON, FL	Previous registration
REDHAWK WEALTH ADVISORS, INC.	Independent wealth	Oct 28, 2014	Nov 21, 2014	no	WESTON, FL	Previous registration
ASSET STRATEGY CONSULTANTS LLC	Institutional manager	Jul 16, 2010	Nov 12, 2014	no	HUNT VALLEY, MD	Previous registration
H. BECK, INC.	Former SEC adviser	Oct 7, 2003	Nov 3, 2003	no	OWINGS MILLS, MD	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SLATESTONE PRIVATE CLIENT	SLATESTONE WEALTH LLC	Mar 26, 2020	Mar 13, 2020	-13	Firm change	RIA to RIA
EMERALD ASSET ADVISORS LLC	SLATESTONE PRIVATE CLIENT	Jun 21, 2019	Jun 25, 2019	4	Firm change	RIA to new firm
REDHAWK WEALTH ADVISORS, INC.	EMERALD ASSET ADVISORS LLC	Nov 21, 2014	Jan 29, 2015	69	Firm change	Other
ASSET STRATEGY CONSULTANTS LLC	REDHAWK WEALTH ADVISORS, INC.	Nov 12, 2014	Oct 28, 2014	-15	Firm change	Other
H. BECK, INC.	ASSET STRATEGY CONSULTANTS LLC	Nov 3, 2003	Jul 16, 2010	2,447	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
304249:286669:FL:2020-03-26	Mar 26, 2020	Mar 13, 2020	WESTON, FL	Firm change
107935:304249:FL:2019-06-21	Jun 21, 2019	Jun 25, 2019	WESTON, FL	Firm change

Relationships

Registered with (6)

→ SLATESTONE WEALTH LLCRegistered adviserregistration: current employment
Mar 13, 2020 to presentfactForm ADV
→ SLATESTONE PRIVATE CLIENTRegistered adviserregistration: previous registration
Jun 25, 2019 to Mar 26, 2020factForm ADV
→ EMERALD ASSET ADVISORS LLCRegistered adviserregistration: previous registration
Jan 29, 2015 to Jun 21, 2019factForm ADV
→ REDHAWK WEALTH ADVISORS, INC.Registered adviserregistration: previous registration
Oct 28, 2014 to Nov 21, 2014factForm ADV
→ ASSET STRATEGY CONSULTANTS LLCRegistered adviserregistration: previous registration
Jul 16, 2010 to Nov 12, 2014factForm ADV
→ H. BECK, INC.Registered adviserregistration: previous registration
Oct 7, 2003 to Nov 3, 2003factForm ADV

Dated events

No dated event names this entity yet.