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Charles Scott Slotkin is a financial_advisor professional located in Sherborn, MA. They specialize in financial advisory. With over 8 years of experience, they bring deep expertise to every client.
Charles Scott Slotkin - Silverwood Partners holds an active professional license (FINRA CRD) for your protection.
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Charles Scott Slotkin operates Silverwood Partners, a financial advisory firm based in Sherborn, Massachusetts. With eight years in the financial services industry, Slotkin holds a FINRA CRD registration, which indicates involvement in securities and investment advisory work. The firm serves clients seeking guidance on financial matters, drawing on Slotkin's experience in the field.
A FINRA CRD (Financial Industry Regulatory Authority Central Registration Depository) registration signals that Charles Scott Slotkin is registered with FINRA, the self-regulatory organization overseeing securities brokers and dealers. This registration means Slotkin has met background checks, compliance requirements, and ongoing regulatory standards set by FINRA and the SEC. It indicates the advisor operates under federal oversight and is subject to industry rules governing conduct, disclosures, and client interactions in securities and investment matters.