Craig Lloyd Slater
Investment adviser representative at Raymond James Financial Services Advisors, Inc
14 yearsExperience
2 statesRegistered in
$390BFirm assets
17 yearsFirm in business
Are you Craig Lloyd Slater? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Raymond James Financial Services Advisors, IncJul 2025 to now
- Raymond James Financial Services Advisors, In.Jul 2025 to now
- Raymond James Financial Services, Inc.Jul 2025 to now
- Morgan Stanley Private Bank, National AssociationJan 2015 to Jul 2025
- Morgan Stanley Smith BarneyApr 2012 to Jul 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 4431216
- Firm CRD
- 149018