Harvey Alan Slaughter
Investment adviser representative at Winthrop Wealth
8 yearsExperience
1 stateRegistered in
$3.1BFirm assets
9 yearsFirm in business
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
8 years in the industry.
- Winthrop WealthOct 2022 to now
- Winthrop Advisory Group LLCSep 2022 to now
- LPL Financial LLCAug 2022 to Dec 2024
- Schechter Investment Advisors, LLCNov 2020 to Sep 2022
- Via Global Advisors LLCJul 2016 to Oct 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (MA).
Winthrop Wealth
Legal name: Winthrop Advisory Group, LLC
$3.1BAssets managed
2,481Clients
28Advisers
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
- 6338982
- Firm CRD
- 288178