Patricia Kathleen Slocum
Investment adviser representative at Arborfi Advisors, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$148.4MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Arborfi Advisors, LLCSep 2019 to now
- Exchange Capital Management, Inc.Nov 2014 to Sep 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Arborfi Advisors, LLC
$148.4MAssets managed
101Clients
2Advisers
1 yearIn 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
- 2592525
- Firm CRD
- 305009