Kenneth Polcari
Professional Summary
Kenneth Polcari, who also goes by Kenneth James Polcari, Kenneth Polcari, Kenny Polcari, is a registered financial advisor currently at SLATESTONE WEALTH LLC located in Jupiter, Florida. Kenneth is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Kenneth has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 55, Series 24 and Series 27 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Kenneth James Polcari, Kenneth Polcari, Kenny Polcari
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
36 years in the financial services industry
Current & Past Employments
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Current Firm
SLATESTONE PRIVATE CLIENT, LLC | SLATESTONE WEALTH LLC
Contact Information
Main Address
661 University Blvd Suite 100, Jupiter, FL 33458Phone Number
(561) 244-2504# of Employees
28SEC notice filing (18 States and Territories)
Registered to provide investment advisory services in 18 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,580AUM (Assets Under Management)
$1,763,081,657Accountant 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 |
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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.
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Primary Firm SEC Registration
SLATESTONE PRIVATE CLIENT, LLC | SLATESTONE WEALTH LLC
State Registrations and Notice Filings
(12/13/2023)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Dec 1999Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Kenneth Polcari's CRS (Customer Relationship Summary).
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