Sharon A. Daniels

SLATESTONE WEALTH LLC

Jupiter, FL 33458

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CRD#: 1242783

Professional summary

Sharon Anne Daniels, who also goes by Sherri A. Daniels, Sherri Daniels, Sharon Hune, Sherri Hune, Sharon A Parker, Sharon Anne Parker, Sherri Parker, is a registered financial advisor currently at SLATESTONE WEALTH LLC located in Jupiter, Florida.

Sharon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Sharon has worked at 9 firms and has passed the Series 65, Series 63, Series 7, Series 6, Series 3 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

SlateStone Holdings LLC - Managing Member - non-investment related, holding company for SlateStone Wealth, 12/2021, 601 Heritage Drive, Jupiter FL 33478; spends approximately 2 hours a month and zero hours during the trading day.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sharon Anne Daniels's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 14, 2017 - Present

SLATESTONE WEALTH LLC

Office #1: 661 University Blvd Suite 100, Jupiter, FL 33458

RIA

CRD#: 286669

Jupiter, FL

Past

June 20, 2019 - March 26, 2020

SLATESTONE PRIVATE CLIENT

RIA

CRD#: 304249

JUPITER, FL

Past

January 27, 2015 - December 7, 2015

SVB WEALTH

RIA

CRD#: 172832

PALM BEACH GARDENS, FL

Past

April 18, 2011 - November 26, 2014

BANYAN PARTNERS, LLC

RIA

CRD#: 141398

PALM BEACH GARDENS, FL

Past

August 20, 2004 - February 9, 2011

WEISS CAPITAL MANAGEMENT, INC.

RIA

CRD#: 106640

PALM BEACH GARDENS, FL

Past

June 28, 2004 - January 19, 2011

WEISS CAPITAL SECURITIES, INC.

CRD#: 39166

PALM BEACH GARDENS, FL

Past

October 22, 2003 - March 16, 2004

WEISS MONEY MANAGEMENT INC

RIA

CRD#: 106640

PALM BEACH GARDENS, FL

Past

March 7, 1996 - March 16, 2004

WEISS CAPITAL SECURITIES, INC.

CRD#: 39166

JUPITER, FL

Past

February 15, 1988 - December 24, 1992

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

January 11, 1988 - February 15, 1988

E. F. HUTTON & COMPANY INC

CRD#: 235

Past

March 6, 1987 - October 15, 1987

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SLATESTONE WEALTH LLC

SLATESTONE PRIVATE CLIENT, LLC | SLATESTONE WEALTH LLC

CRD#: 286669 / SEC#: 801-110003

RIA

Registered Investment Advisory firm - (2/24/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(6/24/2019)

IAR

Florida
(4/14/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/30/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/6/1987

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/7/1996

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/5/1987

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 3

Date: 10/1/1984

National Commodity Futures Examination

Principal/Supervisory Exam

Series 24

Date: 11/4/1996

General Securities Principal Examination

Current Firm

SLATESTONE WEALTH LLC

SLATESTONE PRIVATE CLIENT, LLC | SLATESTONE WEALTH LLC

CRD#: 286669 / SEC#: 801-110003

RIA

Registered Investment Advisory firm - (2/24/2017 Approved)

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Contact information

Main Address

661 University Blvd Suite 100, Jupiter, FL 33458

Mailing Address

Phone number

(561) 244-2504

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SSW ADV BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	1,543
AUM (Assets Under Management)	$ 1,653,938,437

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/26/2025	Cover Page	Report
10/25/2024	Cover Page	Report
01/18/2024	Cover Page	Report
10/25/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Sharon A. Daniels

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sharon Anne Daniels's CRS (Customer Relationship Summary).

Certified licenses

Experience

SLATESTONE PRIVATE CLIENT

SVB WEALTH

BANYAN PARTNERS, LLC

WEISS CAPITAL MANAGEMENT, INC.

WEISS CAPITAL SECURITIES, INC.

WEISS MONEY MANAGEMENT INC

WEISS CAPITAL SECURITIES, INC.

LEHMAN BROTHERS INC.

E. F. HUTTON & COMPANY INC

FORESTERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

SLATESTONE WEALTH LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/30/1995

Series 63

Date: 3/6/1987

Series 7

Date: 2/7/1996

Series 6

Date: 3/5/1987

Series 3

Date: 10/1/1984

Series 24

Date: 11/4/1996

Current Firm

SLATESTONE WEALTH LLC

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SLATESTONE WEALTH LLC

TRUST BUT VERIFY

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