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Paul Slakter

Some features on this profile are disabled
CRD#: 3128717
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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.

Paul Slakter was a registered financial professional .

Paul is a previously registered financial professional and started their career in finance in 1999. Paul had worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

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)

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

January 21, 2023 - April 2, 2026

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.

BD
CRD#: 287788
IRVING, TX
Past

June 1, 2017 - September 6, 2018

VP DISTRIBUTORS LLC

BD
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

BD
CRD#: 13494
TAMPA, FL
Past

August 5, 2008 - August 20, 2008

TRUIST INVESTMENT SERVICES, INC.

BD
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.

BD
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".
CI
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)

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: 7/30/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/31/1999
General Securities Representative Examination

Current Firm

CI
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)
PREMIUM
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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
15

SEC notice filing (12 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

CORNERSTONE INVESTMENT PARTNERS BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts450
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.

Company Information

CORNERSTONE INVESTMENT PARTNERS, LLC

CRD#: 111753

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