Sophia Margaret Slomkowski
Investment adviser representative at Prime Capital Financial
11 yearsExperience
2 statesRegistered in
$39.1BFirm 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 feePerformance-basedOther
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
11 years in the industry.
- Prime Capital FinancialJul 2025 to now
- NuveenAug 2024 to Jun 2025
- UnemployedJun 2024 to Aug 2024
- One DigitalMay 2023 to Aug 2023
- University of South CarolinaAug 2020 to May 2024
- Congressman Dutch Ruppersberger 's District OfficeAug 2019 to May 2020
- Dulaney HighAug 2017 to Jul 2020
- Ridgley Middle SchoolAug 2015 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (KS, NC).
Prime Capital Financial
Legal name: Prime Capital Investment Advisors, LLC
$39.1BAssets managed
23,965Clients
264Advisers
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
- 7954367
- Firm CRD
- 288712