PS
Paul L. Sloate
GREEN DRAKE ADVISORS LLC
BRYN MAWR, PA 19010
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CRD#: 1762480
PS
Professional summary
Paul Lowell Sloate is a registered financial advisor currently at GREEN DRAKE ADVISORS LLC located in Bryn Mawr, Pennsylvania.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Paul has worked at 3 firms and has passed the Series 65, Series 63, Series 3 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
WSL Family Office & Private Wealth Management, LLC, CEO & Founding Partner, 2024 to Present - Mr. Sloate is CEO & Founding Partner of WSL Family Office & Private Wealth Management, LLC which plans to serve ultra high net worth clients and large institutions. Mr. Sloate spends 10 - 15 hours per week on this business. This business is currently not investment related but is expected to be investment related by the end of 2025. MiRealm, Inc., Director & Corporate Secretary, 2020 to Present - Mr. Sloate spends less than 5 hours per week on this business. This business is not investment related. Mr. Sloate is invited to speak regularly in front of various groups to discuss his knowledge of the economy and the markets. His presentations may be focused on the general economy, the markets, specific industries, or individual topics of interest for the various groups. Mr. Sloate has been doing Public Speaking since 2008. Mr. Sloate spends 5 hours per week on this activity. This business is considered advertising for Green Drake Advisors, LLC. Manor College - 2025 to Present - Mr. Sloate serves as an Adjunct Professor in Economics teaching economics at the College. Mr. Sloate spends 10 hours per week on this activity. This business is not investment related.
CRS (Client Relationship Summary) - RIA
Click below to view Paul Lowell Sloate'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®
NoneExperience
Current
January 12, 2016 - Present
GREEN DRAKE ADVISORS LLC
Office #1: 1030 E Lancaster Avenue Apt 304, Bryn Mawr, PA 19010RIA
CRD#: 156156
BRYN MAWR, PA
Past
March 28, 1989 - August 17, 1995
SLOATE, WEISMAN, MURRAY & COMPANY, INC.
BD
CRD#: 6655
NEW YORK, NY
Past
November 25, 1987 - February 8, 1989
DREXEL BURNHAM LAMBERT INCORPORATED
BD
CRD#: 7323
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
Pennsylvania(1/12/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
GD
GREEN DRAKE ADVISORS LLC
GREEN DRAKE ADVISORS LLC | STANDPOINT ADVISORS, LLC
CRD#: 156156 / SEC#:
New Jersey
Registered Investment Advisory firm - (10/13/2021 Terminated)Pennsylvania
Registered Investment Advisory firm - (4/28/2011 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1030 E Lancaster Avenue Apt 304, Bryn Mawr, PA 19010
Mailing Address
175 Strafford Avenue Suite 1, Wayne, PA 19087
Phone number
(610) 687-7766
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 33 |
| AUM (Assets Under Management) | $ 8,885,987 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
