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David W. Sluzevich

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CRD#: 2972832
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Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

David W Sluzevich, who also goes by David Wayne Sluzevich, was a registered financial professional .

David is a previously registered financial professional and started their career in finance in 1997. David had worked at 9 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


David Wayne Sluzevich

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)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

March 20, 2018 - July 1, 2019

MARKETRIDERS

RIA
CRD#: 147963
CHESTERFIELD, MO
Past

March 7, 2018 - June 28, 2019

SOGOTRADE, INC.

BD
CRD#: 17912
Chesterefield, MO
Past

March 4, 2017 - February 28, 2018

CUNA BROKERAGE SERVICES, INC.

RIA
CRD#: 13941
Pontoon Beach, IL
Past

December 27, 2016 - February 28, 2018

CUNA BROKERAGE SERVICES, INC.

BD
CRD#: 13941
Pontoon Beach, IL
Past

January 4, 2013 - December 13, 2016

OSAIC INSTITUTIONS, INC.

BD
CRD#: 35371
PONTOON BEACH, IL
Past

January 13, 2004 - January 2, 2013

FIRST BROKERAGE AMERICA, L.L.C.

BD
CRD#: 43431
CARBONDALE, IL
Past

May 9, 2002 - January 16, 2004

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
CINCINNATI, OH
Past

August 23, 2001 - May 29, 2002

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

August 23, 2001 - May 29, 2002

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

August 28, 2000 - September 4, 2001

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
NEW YORK, NY
Past

November 25, 1997 - March 9, 1998

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
CINCINNATI, OH

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".
MA
MARKETRIDERS
MARKETRIDERS | SOGOTRADE ASSET MANAGEMENT | NAME 201 | MARKETRIDERS, INC.

CRD#: 147963 / SEC#: 801-69514

RIA
Registered Investment Advisory firm - (9/4/2008 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 3/2/2017
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


MA
MARKETRIDERS
MARKETRIDERS | SOGOTRADE ASSET MANAGEMENT | NAME 201 | MARKETRIDERS, INC.

CRD#: 147963 / SEC#: 801-69514

RIA
Registered Investment Advisory firm - (9/4/2008 Approved)
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Contact information


Main Address
1 Mcbride & Son Center Dr. Suite 288, Chesterfield, MO 63005
Mailing Address
Phone number
(866) 990-3837
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (26 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CLIENT BROCHURE ADV FORM 2A (7/30/2025)

Regulatory assets under management


Total Number of Accounts302
AUM (Assets Under Management)$ 485,640,168

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


MARKETRIDERS

CRD#: 147963

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