Matthew Slavik
Professional Summary
Matthew Slavik, who also goes by Matt Slavik, is a registered financial advisor currently at BIRCH LAKE PARTNERS, LP located in Chicago, Illinois. Matthew is registered as a RR (Registered Representative) and started their career in finance in 2021. Matthew has worked at 2 firms and has passed the Series 63, Series 7TO, Series 79TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Matt Slavik
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
5 years in the financial services industry
Current & Past Employments
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Current Firm
BIRCH LAKE PARTNERS, LP
Contact Information
Main Address
71 South Wacker Drive Suite 2425, Chicago, IL 60606Mailing Address
71 South Wacker Drive Suite 2425, Chicago, IL 60606Phone Number
(312) 973-1800Established
Delaware since 04/11/2016Firm Type
PartnershipFiscal Year End
DecemberFirm Size
SmallFINRA licenses (6 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
(3/29/2024)
(3/29/2024)
(3/29/2024)
(3/29/2024)
(3/29/2024)
(3/29/2024)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Nov 2021About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Matthew Slavik's CRS (Customer Relationship Summary).
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