Charles Ira Slater

Current Employers

Employment History

• 01/2011 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Montvale, NJ
• 06/2011 → Present
  Bank Of America,N.A.
  Montvale, NJ

Previous Registrations

• 2009-06-01 → 2011-02-10
  Morgan Stanley
  Pearl River, NY
• 2007-07-16 → 2009-06-01
  Morgan Stanley & Co. Llc
  Pearl River, NY
  Pearl River, NY

Other Businesses

I*2076291, Entity Type: Fiduciary, Name of OBA: B S Trust Address: New City, NY 10956 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 06/07/2024 No Hours: 1 weekly No Hours during trading: 0 Duties: Co-Trustee/Parent I*2109278, Entity Type: Fiduciary, Name of OBA: LS Irrevocable Trust, Address: New City, NY 10956, Investment Related: No, Position, Title, Association: Trustee, Employee State Date: 11/26/2024, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties: Trustee/Parent I*: 2990281 Entity Type: Fiduciary role Name of OBA: C. I S. TTEE U/A DTD 11/03/2023 BY L. S. Address: New City, NY 10958 Investment Related: No Position, Title, Association: Trustee Employee Start Date: 10/10/2025 Number of Hours: 1 hr mthly Number of Hours during trading: 0 Duties: Trustee/Siblings I*3991294Entity Type: Fiduciary roleName of OBA: MR C.I S. TTEE U/A DTD 09/23/2019 BY B. S. Address: New City, NY 10956 Investment Related: No Position, Title, Association: Co-Trustee Employee Start Date: 03/10/2026 Number of Hours: 1, Weekly Number of Hours during trading: 0 Duties: Co-Trustee Child/Grandchild I*4907271, Entity Type: , Name of OBA: B S Irr Trust, Address: New City, New York, 10956, Investment Related: N, Position, Title, Association: Successor Trustee, Employee Start Date: 05/21/2026, No Hours: 1 Monthly, No Hours during Trading: 0 Monthly, Duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-11-06
• S63 Uniform Securities Agent State Law Examination
  1989-10-27