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DS

Donald J. Slowinski

WINSLOW ASSET GROUP
Grayson, GA
Some features on this profile are disabled
CRD#: 1294307
DS

Professional summary


Donald Joseph Slowinski, who also goes by Don Slowinski Jr, Don Slowinski, Donald Joseph Slowinski Jr, is a registered financial advisor currently at WINSLOW ASSET GROUP, LLC located in Grayson, Georgia.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Donald has worked at 8 firms and has passed the Series 65, Series 63, Series 7, Series 8 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Don Slowinski Jr | Don Slowinski | Donald Joseph Slowinski Jr

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.
GENERAL PARTNER and Portfolio Manager at SMS Capital Partners L.P. Equity Fund, 3/2017, 25 HRS/WK., ALL ORGANIZED FUNCTIONS.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Donald Joseph Slowinski's 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

July 20, 2018 - Present

WINSLOW ASSET GROUP, LLC

RIA
CRD#: 292557
Grayson, GA
Past

April 11, 2006 - July 24, 2008

SILVER OAK SECURITIES, INCORPORATED

BD
CRD#: 46947
JACKSON, TN
Past

March 3, 2004 - September 19, 2005

DUNWOODY BROKERAGE SERVICES, INC.

BD
CRD#: 31183
ATLANTA, GA
Past

February 26, 1998 - December 2, 1998

AUGMENT SECURITIES INC.

BD
CRD#: 28373
NEW YORK, NY
Past

December 22, 1990 - January 21, 1998

JOSEPHTHAL & CO., INC.

BD
CRD#: 3227
NEW YORK, NY
Past

July 18, 1988 - December 3, 1990

THE STUART-JAMES COMPANY, INCORPORATED

BD
CRD#: 11691
Past

March 30, 1988 - August 20, 1988

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
Past

September 19, 1985 - December 3, 1990

THE STUART-JAMES COMPANY, INCORPORATED

BD
CRD#: 11691
DENVER, CO
Past

September 24, 1984 - October 4, 1985

FIRST JERSEY SECURITIES, INC.

BD
CRD#: 6621

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
Georgia
(7/20/2018)

Exams


State Security Law Exam
IAR
Series 65
Date: 5/11/2018
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 8
Date: 9/20/1993
General Securities Sales Supervisor Examination (Options Module & General Module)
Principal/Supervisory Exam

Current Firm


WA
WINSLOW ASSET GROUP, LLC
SMS CAPITAL PARTNERS, L.P. | WINSLOW ASSET GROUP, LLC

CRD#: 292557 / SEC#:

Georgia
Registered Investment Advisory firm - (7/20/2018 Approved)
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Contact information


Main Address
Lawrenceville, GA
Mailing Address
Phone number
(770) 864-0007
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts3
AUM (Assets Under Management)$ 1,200,000

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.

Company Information


WINSLOW ASSET GROUP, LLC

CRD#: 292557Grayson, GA

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