Donovan Joseph Slater
Investment adviser representative at Randall & Associates Wealth Management
15 yearsExperience
2 statesRegistered in
$167.2MFirm assets
3 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Randall & Associates Wealth ManagementFeb 2025 to now
- Bennett Associates Wealth ManagementDec 2024 to now
- Northwestern Mutual Wealth Management CompanyJan 2023 to Nov 2024
- Northwestern Mutual Investment Services LLCJan 2022 to Nov 2024
- Northwestern Mutual Life Insurance CompanyJun 2021 to Nov 2024
- Yale School of ManagementOct 2019 to Feb 2020
- YaleOct 2019 to Jan 2020
- StudentJan 2011 to May 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Randall & Associates Wealth Management
Legal name: Randall & Associates Wealth Management, Inc.
$167.2MAssets managed
166Clients
3Advisers
3 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
- 7331110
- Firm CRD
- 323846