Paul Slakter

CORNERSTONE INVESTMENT PARTNERS

Tampa, FL

Some features on this profile are disabled

CRD#: 3128717

Professional summary

Paul Slakter is a registered financial advisor currently at CORNERSTONE INVESTMENT PARTNERS, LLC located in Tampa, Florida.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Paul has worked at 9 firms and has passed the Series 66, 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) RENTAL PROPERTY OWNERSHIP, 3307 W. SAN JOSE ST, TAMPA FL; NATURE OF BUSINESS: CURRENTLY OWN 9 SINGLE FAMILY RENTAL PROPERTIES IN MY INDIVIDUAL NAME-EMPLOY MANAGEMENT CO FOR DAY-TO-DAY OPERATIONS; POSITION: OWNER; 2 HRS/WK INVOLVED IN BUSINESS; INVESTMENT RELATED. 2) NUGGET CAPITAL LLC, 3307 W SAN JOSE ST, TAMPA FL; NATURE OF BUSINESS: NUGGET CAPITAL LLC OWNS 3 SINGLE FAMILY RENTAL PROPERTIES. IT EMPLOYS 2 MANAGEMENT COMPANIES TO RUN DAY-TO-DAY OPERATIONS; POSITION: SOLE MANAGING MEMBER; 30 MINS/WK INVOLVED IN BUSINESS; INVESTMENT RELATED. 3) SHMY CAPITAL I, LLC, 3307 W SAN JOSE ST, TAMPA FL, NATURE OF BUSINESS: SHMY CAPITAL LLC OWNS 4 SINGLE FAMILY RENTAL PROPERTIES. IT EMPLOYS 2 MANAGEMENT COMPANIES TO RUN DAY-TO-DAY OPERATIONS; POSITION: SOLE MANAGING MEMBER; 1 HR/WK INVOLVED IN BUSINESS; INVESTMENT RELATED.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Slakter'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, 2023 - Present

CORNERSTONE INVESTMENT PARTNERS, LLC

RIA

CRD#: 111753

Tampa, FL

Past

October 4, 2018 - September 15, 2022

AMERICAN BEACON ADVISORS, INC.

RIA

CRD#: 105552

Tampa, FL

Past

September 17, 2018 - September 15, 2022

RESOLUTE INVESTMENT DISTRIBUTORS, INC.

CRD#: 287788

IRVING, TX

Past

June 1, 2017 - September 6, 2018

VP DISTRIBUTORS LLC

CRD#: 3036

HARTFORD, CT

Past

November 6, 2008 - September 6, 2018

VIRTUS CAPITAL ADVISERS, LLC

RIA

CRD#: 107346

TAMPA, FL

Past

August 20, 2008 - June 1, 2017

FORESIDE ASSOCIATES, LLC

CRD#: 13494

TAMPA, FL

Past

August 5, 2008 - August 20, 2008

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

TAMPA, FL

Past

August 1, 2008 - August 20, 2008

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

TAMPA, FL

Past

May 20, 1999 - September 8, 2006

EAGLE ASSET MANAGEMENT INC

RIA

CRD#: 110653

ST. PETERSBURG, FL

Past

April 1, 1999 - May 25, 2006

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

ST. PETERSBURG, FL

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".

CORNERSTONE INVESTMENT PARTNERS, LLC

CORNERSTONE INVESTMENT PARTNERS, LLC | D/B/A CITY CAPITAL ADVISORS, LLC | CORNESTONE INVESTMENT PARTNERS,LLC | CORNERSTONE INVESTMENT PARTNERS,LLC

CRD#: 111753 / SEC#: 801-61425

RIA

Registered Investment Advisory firm - (9/13/2002 Approved)

Georgia

Registered Investment Advisory firm - (1/13/2006 Terminated)

Texas

Registered Investment Advisory firm - (7/19/2005 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(1/21/2023)

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

State Security Law Exam

IAR

Series 66

Date: 7/30/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/31/1999

General Securities Representative Examination

Current Firm

CORNERSTONE INVESTMENT PARTNERS, LLC

CORNERSTONE INVESTMENT PARTNERS, LLC | D/B/A CITY CAPITAL ADVISORS, LLC | CORNESTONE INVESTMENT PARTNERS,LLC | CORNERSTONE INVESTMENT PARTNERS,LLC

CRD#: 111753 / SEC#: 801-61425

RIA

Registered Investment Advisory firm - (9/13/2002 Approved)

Georgia

Registered Investment Advisory firm - (1/13/2006 Terminated)

Texas

Registered Investment Advisory firm - (7/19/2005 Terminated)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

3438 Peachtree Rd. Ne. Suite 900, Atlanta, GA 30326

Mailing Address

Phone number

(404) 751-3900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CORNERSTONE INVESTMENT PARTNERS BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts	450
AUM (Assets Under Management)	$ 2,135,834,144

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Paul Slakter

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Slakter's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERICAN BEACON ADVISORS, INC.

RESOLUTE INVESTMENT DISTRIBUTORS, INC.

VP DISTRIBUTORS LLC

VIRTUS CAPITAL ADVISERS, LLC

FORESIDE ASSOCIATES, LLC

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

EAGLE ASSET MANAGEMENT INC

RAYMOND JAMES & ASSOCIATES, INC.

Primary Firm SEC Registration

CORNERSTONE INVESTMENT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/30/2008

SIE

Date: 10/1/2018

Series 7

Date: 3/31/1999

Current Firm

CORNERSTONE INVESTMENT PARTNERS, LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CORNERSTONE INVESTMENT PARTNERS, LLC

TRUST BUT VERIFY

Similar Advisors