Robert Levin

SLATESTONE WEALTH LLC

Wimauma, FL

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CRD#: 2713527

Professional summary

Robert Levin is a registered financial advisor currently at SLATESTONE WEALTH LLC located in Wimauma, Florida.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Robert has worked at 7 firms and has passed the Series 65, Series 63 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Levin'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

March 13, 2020 - Present

SLATESTONE WEALTH LLC

RIA

CRD#: 286669

Wimauma, FL

Past

June 25, 2019 - March 26, 2020

SLATESTONE PRIVATE CLIENT

RIA

CRD#: 304249

Weston, FL

Past

January 29, 2015 - June 21, 2019

EMERALD ASSET ADVISORS LLC

RIA

CRD#: 107935

WESTON, FL

Past

October 28, 2014 - November 21, 2014

REDHAWK WEALTH ADVISORS, INC.

RIA

CRD#: 146616

WESTON, FL

Past

July 16, 2010 - November 12, 2014

ASSET STRATEGY CONSULTANTS LLC

RIA

CRD#: 110800

HUNT VALLEY, MD

Past

October 7, 2003 - November 3, 2003

GROVE POINT INVESTMENTS, LLC

RIA

CRD#: 1763

OWINGS MILLS, MD

Past

January 16, 1998 - November 3, 2003

GROVE POINT INVESTMENTS, LLC

CRD#: 1763

ROCKVILLE, MD

Past

April 2, 1996 - January 23, 1998

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

BALTIMORE, MD

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

Florida
(3/13/2020)

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: 4/12/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/8/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/1/1996

General Securities Representative 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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Robert Levin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Levin's CRS (Customer Relationship Summary).

Certified licenses

Experience

SLATESTONE PRIVATE CLIENT

EMERALD ASSET ADVISORS LLC

REDHAWK WEALTH ADVISORS, INC.

ASSET STRATEGY CONSULTANTS LLC

GROVE POINT INVESTMENTS, LLC

GROVE POINT INVESTMENTS, LLC

LEGG MASON WOOD WALKER, INCORPORATED

Primary Firm SEC Registration

SLATESTONE WEALTH LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/12/1996

Series 63

Date: 4/8/1996

Series 7

Date: 4/1/1996

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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