Michael Joseph Coady
Investment adviser representative at Slatestone Wealth LLC
16 yearsExperience
1 stateRegistered in
$1.8BFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- Slatestone Wealth LLCJun 2023 to now
- UnemployedApr 2023 to May 2023
- Lewis James ProfessionalJul 2022 to Mar 2023
- UnemployedMar 2022 to Jun 2022
- Ameris BankJul 2020 to Mar 2022
- First Republic BankMay 2018 to Jul 2020
- First Citizens BankAug 2010 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7754478
- Firm CRD
- 286669