Daniel Doyce Payne

Employer firm

Slatestone Wealth LLC CRD 286669

$1.76B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2014 → 07/2023
  Morgan Stanley Smith Barney Llc
  Palm Beach Gardens, FL
• 01/2015 → 07/2023
  Morgan Stanley Private Bank, National Association
  New York, NY
• 07/2023 → Present
  Slatestone Wealth, Llc
  Jupiter, FL
• 01/2015 → 06/2023
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2014-07-11 → 2023-08-02
  Morgan Stanley
  Palm Beach Gardens, FL
• 2009-04-01 → 2009-06-17
  Oppenheimer & Co. Inc.
  Boca Raton, FL
• 2007-08-08 → 2009-03-17
  Stanford Group Company
  Boca Raton, FL
• 1998-10-01 → 2007-09-18
  St Johns Wealth Management
  Jacksonville, FL

Exams

• S66 Uniform Combined State Law Examination
  2014-02-27
• S63 Uniform Securities Agent State Law Examination
  2007-10-11
• S65 Uniform Investment Adviser Law Examination
  1998-09-01

Designations

• Chartered Financial Analyst

Other Names

• Dan Payne
• Daniel D Payne