Troy Canner Sorel

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

• 08/2011 → 02/2018
  The Sorel Financial Group
  Plantation, FL
• 01/2014 → 06/2019
  Emerald Asset Advisors, Llc
  Weston, FL
• 06/2019 → 12/2019
  Slatestone Private Client
  Weston, FL
• 01/2020 → Present
  Slatestone Wealth Llc
  Jupiter, FL

Previous Registrations

• 2019-07-02 → 2020-03-26
  Slatestone Private Client
  Weston, FL
  Jupiter, FL
• 2014-02-05 → 2019-06-21
  Emerald Asset Advisors Llc
  Weston, FL
• 2012-08-15 → 2014-01-28
  Voya Financial Advisors, Inc.
  Boca Raton, FL
  Fort Lauderdale, FL

Other Businesses

Life, Health & Variable Annuities Fl 2-15 License; 2255 Glades Rd, Boca Raton, FL 33431 08/27/2010; UNDER 4 HOURS PER MONTH; NO TIME SPENT DURING TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2012-07-10