Merrill
45yrs
Top advisor by experience in Jupiter
31yrs
Robert Levin
Financial advisor at Slatestone Wealth
Robert Levin has worked in the financial industry for 31 years and is a fiduciary financial advisor based in Jupiter, Florida. After a year at Slatestone Private Client and four years at Emerald Asset Advisors, Robert joined Slatestone Wealth in 2020, a firm offering financial planning, investment management, and selecting outside investment managers. Slatestone Wealth reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 262 advisors with offices in Jupiter, and one of 231 fiduciaries.
At a glance
Experience31 years (since 1996)
How that compares ?Top 15% by experience nationwide
Office661 University Blvd Suite 100, Jupiter, FL 33458
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.64 million
Advisors at the firm17
States licensed ?1 state
Services through Slatestone Wealth
Financial planningInvestment management for individuals and small businessesChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2020 – nowSlatestone Wealth LLCCurrent firm
- Jun 2019 – Mar 2020Slatestone Private ClientPreviously
- 2015 – 2019Emerald Asset Advisors LLCPreviously
- Oct 2014 – Nov 2014Redhawk Wealth Advisors, Inc.Previously
- 2010 – 2014Asset Strategy Consultants LLCPreviously
- Oct 2003 – Nov 2003Grove Point Investments, LLCPreviously
Contact Robert
(561) 244-2504Slatestone Wealth main office 661 University Blvd Suite 100Jupiter, FL 33458Office · Get directions Facebook pageSlatestone Wealth
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Questions to ask Robert
Tailored to Robert’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robert
How do I contact Robert?
Call Slatestone Wealth at (561) 244-2504 and ask for Robert Levin. Robert works from the Jupiter, FL office.
How long has Robert been a financial advisor?
Robert has been in the industry since 1996, about 31 years. Top 15% by experience nationwide.
What licenses does Robert hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Slatestone Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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