RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
M••• E•••• S•••••
- Professional profile
- linkedin.com/in/marc-sloter-cfp%C2%AE-ba3240reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- W•••••• W••••• M••••••••• L•• independent RIA currentsince Jan 29, 2019 · Fort Worth, Tx
- W•• W••••• A••••••• formerApr 25, 2011 to Mar 21, 2019 · Fort Worth, Tx
- L•• F•••••••• L•• BD affiliatedMay 21, 2009 to Mar 24, 2011 · Fort Worth, Tx
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseNov 23, 2005 to May 26, 2009 · Fort Worth, Tx
- F•••• C•••••• B••• unclassifiedApr 12, 2004 to Apr 18, 2005 · Fort Worth, Tx
- F•••• C•••••• F•••••••• P•••••••• I••• formerApr 1, 2004 to Apr 12, 2004 · Fort Worth, Tx
- W•• W••••• A••••••• to W•••••• W••••• M••••••••• L••left Mar 21, 2019, registered Jan 29, 2019 (-51 days) · RIA to RIA · moved with a team
- L•• F•••••••• L•• to W•• W••••• A•••••••left Mar 24, 2011, registered Apr 25, 2011 (32 days) · Other
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to L•• F•••••••• L••left May 26, 2009, registered May 21, 2009 (-5 days) · Other
- F•••• C•••••• B••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left Apr 18, 2005, registered Nov 23, 2005 (219 days) · Other
- F•••• C•••••• F•••••••• P•••••••• I••• to F•••• C•••••• B•••left Apr 12, 2004, registered Apr 12, 2004 (0 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address