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RIA / WealthAdvisor15 years in industry

TROY CANNER SOREL

Advisor at SLATESTONE WEALTH LLC

JUPITER, FL | Davie, 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:d5909575-b366-ebd4-e1e9-4317f94e0124

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 15, 2012 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: Aug 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Jul 10, 2012
First registration: Aug 15, 2012
Dual registered: no
IAPD individual key: 5685101

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	Jan 23, 2020	n/a	yes	JUPITER, FL\|Davie, FL	Current employment
SLATESTONE PRIVATE CLIENT	Former SEC adviser	Jul 2, 2019	Mar 26, 2020	no	Weston, FL\|JUPITER, FL	Previous registration
EMERALD ASSET ADVISORS LLC	Former SEC adviser	Feb 5, 2014	Jun 21, 2019	no	WESTON, FL	Previous registration
VOYA FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Aug 15, 2012	Jan 28, 2014	no	BOCA RATON, FL\|Fort Lauderdale, FL	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	Jan 23, 2020	-63	Firm change after gap	RIA to RIA
EMERALD ASSET ADVISORS LLC	SLATESTONE PRIVATE CLIENT	Jun 21, 2019	Jul 2, 2019	11	Firm change	RIA to new firm
VOYA FINANCIAL ADVISORS, INC.	EMERALD ASSET ADVISORS LLC	Jan 28, 2014	Feb 5, 2014	8	Firm change	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	Jan 23, 2020	JUPITER, FL	Firm change after gap
107935:304249:FL:2019-06-21	Jun 21, 2019	Jul 2, 2019	WESTON, FL	Firm change

Relationships

Registered with (4)

→ SLATESTONE WEALTH LLCRegistered adviserregistration: current employment
Jan 23, 2020 to presentfactForm ADV
→ SLATESTONE PRIVATE CLIENTRegistered adviserregistration: previous registration
Jul 2, 2019 to Mar 26, 2020factForm ADV
→ EMERALD ASSET ADVISORS LLCRegistered adviserregistration: previous registration
Feb 5, 2014 to Jun 21, 2019factForm ADV
→ VOYA FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Aug 15, 2012 to Jan 28, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d5909575-b366-ebd4-e1e9-4317f94e0124
First observed: Aug 15, 2012
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TROY CANNER SOREL

Advisor at SLATESTONE WEALTH LLC

JUPITER, FL | Davie, 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:d5909575-b366-ebd4-e1e9-4317f94e0124

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:36 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

SLATESTONE WEALTH LLC

Independent wealth

Jan 23, 2020

n/a

yes

JUPITER, FL|Davie, FL

Current employment

SLATESTONE PRIVATE CLIENT

Former SEC adviser

Jul 2, 2019

Mar 26, 2020

Weston, FL|JUPITER, FL

Previous registration

EMERALD ASSET ADVISORS LLC

Former SEC adviser

Feb 5, 2014

Jun 21, 2019

WESTON, FL

Previous registration

VOYA FINANCIAL ADVISORS, INC.

Bd affiliated wealth

Aug 15, 2012

Jan 28, 2014

BOCA RATON, FL|Fort Lauderdale, FL

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

SLATESTONE PRIVATE CLIENT

SLATESTONE WEALTH LLC

Mar 26, 2020

Jan 23, 2020

-63

Firm change after gap

RIA to RIA

EMERALD ASSET ADVISORS LLC

SLATESTONE PRIVATE CLIENT

Jun 21, 2019

Jul 2, 2019

Firm change

RIA to new firm

VOYA FINANCIAL ADVISORS, INC.

EMERALD ASSET ADVISORS LLC

Jan 28, 2014

Feb 5, 2014

Firm change

Other

Team

Left

Joined

From

Kind

304249:286669:FL:2020-03-26

Mar 26, 2020

Jan 23, 2020

JUPITER, FL

Firm change after gap

107935:304249:FL:2019-06-21

Jun 21, 2019

Jul 2, 2019

WESTON, FL

Firm change