Eleanor Weinstock

SLK PRIVATE WEALTH MANAGEMENT

LOS ANGELES, CA 90024

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CRD#: 2145543

Professional summary

Eleanor Weinstock is a registered financial advisor currently at SLK PRIVATE WEALTH MANAGEMENT, LLC located in Los Angeles, California.

Eleanor is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Eleanor has worked at 7 firms and has passed the Series 65, Series 63, SIE 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.

1) SLK Private Wealth Management, LLC; Investment-related; Same address; Licensed insurance agent; Insurance sales and implementation of insurance recommendations; Approx. 10% of time during the month. 2) Mrs. Weinstock serves as an investment advisor representative with SLK Private Wealth Management, LLC since 01/2025 and as an investment advisor representative and registered representative with Sanctuary Advisors, LLC and Sanctuary Securities, LLC since 05/2024. This dual transition is strictly for transitional purposes only. 3) SLK PRIVATE WEALTH MANAGEMENT POSITION: CIO NATURE: RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 120 START DATE: 1/16/2025 ADDRESS: 10877 Wilshire Blvd., Los Angeles CA 90024, United States DESCRIPTION: Financial Advisor

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eleanor Weinstock'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

January 21, 2025 - Present

SLK PRIVATE WEALTH MANAGEMENT, LLC

Office #1: 10877 Wilshire Boulevard Suite 1406, Los Angeles, CA 90024

RIA

CRD#: 7556

BEVERLY HILLS, CA

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".

SLK PRIVATE WEALTH MANAGEMENT, LLC

SLK PRIVATE WEALTH MANAGEMENT, LLC | SLK PRIVATE WEALTH, LLC

CRD#: 333932 / SEC#: 801-131749

RIA

Registered Investment Advisory firm - (1/2/2025 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

California
(1/21/2025)

IAR

Texas
(1/24/2025)

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: 1/18/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/20/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/6/1991

General Securities Representative Examination

Current Firm

SLK PRIVATE WEALTH MANAGEMENT, LLC

SLK PRIVATE WEALTH MANAGEMENT, LLC | SLK PRIVATE WEALTH, LLC

CRD#: 333932 / SEC#: 801-131749

RIA

Registered Investment Advisory firm - (1/2/2025 Approved)

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Contact information

Main Address

10877 Wilshire Boulevard Suite 1406, Los Angeles, CA 90024

Mailing Address

Phone number

(424) 500-4613

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SLK PRIVATE WEALTH PARTNERS, LLC DISCLOSURE BROCHURE (9/22/2025)

Regulatory assets under management

Total Number of Accounts	2,893
AUM (Assets Under Management)	$ 1,646,202,798

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.

Contact information

xxxxx@xxxx.xxx

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Eleanor Weinstock

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eleanor Weinstock's CRS (Customer Relationship Summary).

Certified licenses

Experience

SANCTUARY ADVISORS, LLC

SANCTUARY SECURITIES, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

SLK PRIVATE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/18/1995

Series 63

Date: 11/20/1991

SIE

Date: 10/1/2018

Series 7

Date: 9/6/1991

Current Firm

SLK PRIVATE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SLK PRIVATE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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