Kevin Lee Slater
Investment adviser representative at Soundview Advisors
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$387.2MFirm 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
19 years in the industry.
- Soundview AdvisorsJan 2007 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (WA).
Soundview Advisors
Legal name: Soundview Advisors, Inc.
$387.2MAssets managed
190Clients
6Advisers
18 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
- 4790152
- Firm CRD
- 114437