![Sloan Luckie, financial advisor Deerfield IL](/img/ws/profile-blank-sq.png)
Sloan Luckie (CRD# 2507016) is an Investment Advisor Representative working at The Ayco Company, LP in Deerfield, IL and has over 28 years of experience in the finance industry.
![Charles Melka, financial advisor Deerfield IL](/img/ws/profile-blank-sq.png)
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
![Alexander Bass, financial advisor Deerfield IL](/img/ws/profile-blank-sq.png)
CRD# 4846117
Hightower Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Goldman Sachs & Company LLC | New York, NY | Jan 2021 - Current | 3 |
United Capital Advisers, LLC | Newport Beach, CA | Dec 2020 - Current | 3 |
The Ayco Company, L.p./mercer Allied | Deerfield, IL | Jun 2019 - Jan 2021 | 1 |
Unemployed | Chicago, IL | Sep 2018 - Jun 2019 | < 1 |
Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Sep 2018 | 3 |
Morgan Stanley | Chicago, IL | Oct 2014 - Sep 2018 | 3 |
Unemployed | Chicago, IL | Apr 2012 - Oct 2014 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 1995 |
S66 | NASAA Uniform Combined State Law Examination | Feb 2015 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IL
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Total Assets Under Management25,870MILLIONS
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Total Number of Accounts46,004ACCOUNTS
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Average Account Value$562,344
- A percentage of assets under your management
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