![Christopher Sleight, financial advisor Sarasota FL](/img/ws/profile-blank-sq.png)
Christopher Sleight (CRD# 4672252) is an Investment Advisor Representative working at Bison Advisors in Sarasota, FL and has over 10 years of experience in the finance industry.
![Angela Wentz, financial advisor Sarasota FL](/img/ws/profile-blank-sq.png)
CRD# 6120456
Sage Wealth Consulting, LLC
![Scott Aabel, financial advisor Sarasota FL](/img/ws/profile-blank-sq.png)
CRD# 1493667
Spire Wealth Management, LLC
![Peter Abbott, financial advisor Sarasota FL](/img/ws/profile-blank-sq.png)
CRD# 5983189
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Cs Sleight Inc D/b/a Truadvice Wealth Management | Sarasota, FL | Dec 2023 - Current | < 1 |
Bison Advisors | Hartwell, GA | Dec 2023 - Current | < 1 |
Truadvice, LLC | Sarasota, FL | Mar 2018 - Current | 6 |
Cs Sleight Inc D/b/a Truadvice Wealth Management | Sarasota, FL | Mar 2018 - Jun 2024 | 6 |
Cs Sleight Inc D/b/a The Sleight Group | Sarasota, FL | Apr 2017 - Mar 2018 | < 1 |
Global Financial Private Capital, LLC | Sarasota, FL | Dec 2013 - Apr 2017 | 3 |
Global Financial Advisory | Sarasota, FL | Jan 2003 - Apr 2017 | 14 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | May 2014 |
- FL
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Total Assets Under Management1,157MILLIONS
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Total Number of Accounts6,352ACCOUNTS
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Average Account Value$182,145
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
AL, AR, CA, FL, GA, IA, ID, IL, LA, MD, MI, MN, MO, MS, NC, NJ, NY, OH, PA, SC, TN, TX, UT, VA, WA
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