Sharon Anne Daniels
Founder, Co-CeoSlatestone Wealth LLCCRD 1242783
About Sharon Anne Daniels
Sharon Anne Daniels is listed as Founder, Co-Ceo at Slatestone Wealth LLC in Jupiter, FL. Form ADV reports a beneficial ownership band of Under 5%. Sharon Anne Daniels is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Slatestone Wealth LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Sharon Anne Daniels work?
Sharon Anne Daniels is listed as Founder, Co-Ceo at Slatestone Wealth LLC on SEC Form ADV.
How much of Slatestone Wealth LLC does Sharon Anne Daniels own?
Form ADV reports a beneficial ownership band of Under 5%.
Slatestone Wealth LLC
| Title | Founder, Co-Ceo |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2017 |
Slatestone Wealth LLC
| Title | Managing Member |
| Ownership | 25-50% |
| Control person | Yes |
| Since | 2021 |