Daniel Doyce Payne
Investment adviser representative at Slatestone Wealth LLC
12 yearsExperience
1 stateRegistered in
CFADesignation
$1.8BFirm 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
12 years in the industry.
- Slatestone Wealth, LLCJul 2023 to now
- Morgan Stanley Private Bank, National AssociationJan 2015 to Jul 2023
- Morgan Stanley Private Bank, N.AJan 2015 to Jun 2023
- Morgan Stanley Smith Barney LLCMar 2014 to Jul 2023
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law1998
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (FL).
Slatestone Wealth LLC
$1.8BAssets managed
563Clients
17Advisers
9 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
- 3126312
- Firm CRD
- 286669