Craig S. Slayen
Professional summary
Craig Stephen Slayen, who also goes by Craig Slayen, is a registered financial advisor currently at WINSHIP WEALTH PARTNERS located in Ross, California.
Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Craig has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Craig Stephen Slayen's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 23, 2004 - Present
WINSHIP WEALTH PARTNERS
Office #1: 23 Ross Common Suite #5, Ross, CA 94957May 13, 2016 - December 31, 2018
CYPRESS PARTNERS, LLC
August 19, 2003 - December 31, 2003
WINSHIP WEALTH PARTNERS
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/23/2004)
Exams
Current Firm
WINSHIP WEALTH PARTNERS
CRD#: 127409 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 142 |
| AUM (Assets Under Management) | $ 55,279,443 |
Red Flags
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Company Information
WINSHIP WEALTH PARTNERS
CRD#: 127409Ross, CA 94957TRUST BUT VERIFY
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