Evan David Slater
Investment adviser representative at Point Windward Advisors, Inc.
10 yearsExperience
2 statesRegistered in
$358.6MFirm assets
38 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Market timing
Experience
10 years in the industry.
- Point Windward Advisors, Inc.Dec 2017 to now
- Beech Hill Advisors, Inc.Oct 2017 to now
- Beech Hill Securities, Inc.Apr 2016 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (MA, NY).
Point Windward Advisors, Inc.
$358.6MAssets managed
278Clients
6Advisers
38 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2283494
- Firm CRD
- 110457