Howard Slater
Investment adviser representative at Seia
21 yearsExperience
3 statesRegistered in
ChFC®Designation
$22.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
21 years in the industry.
- Seia LLCJun 2024 to now
- Ses LLCJun 2024 to now
- Cadaret, Grant & Co., Inc.Apr 2021 to Jun 2024
- Cedar Brook Financial Partners, LLCFeb 2018 to Jun 2024
- Securities America Advisors, Inc.Jul 2013 to Apr 2021
- Securities America, Inc.Jun 2005 to Apr 2021
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
State registrations
Registered as an investment adviser representative in 3 states (LA, OH, TX).
Seia
Legal name: Signature Estate & Investment Advisors LLC
$22.5BAssets managed
9,833Clients
130Advisers
27 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
- 2447823
- Firm CRD
- 108163