Front Street Capital Management
44yrs
Top advisor by experience in Missoula
22yrs
David Slote is a fiduciary financial advisor in Missoula, Montana, with 22 years in the industry. David joined UBS Financial Services in 2015, after five years at Wells Fargo Advisors and a year at Wells Fargo Investments. UBS Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 157 advisors with offices in Missoula, and one of 149 fiduciaries.
At a glance
Experience22 years (since 2004)
How that compares ?More experience than 66% of advisors in Montana
Office100 Railroad Street W Suite 103, Missoula, MT 59802
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
States licensed ?1 state
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational 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
- 2015 – nowUBS Financial Services Inc.Current firm
- 2011 – 2015Wells Fargo Clearing Services, LLCPreviously
- Sep 2009 – Jan 2011Wells Fargo Investments, LLCPreviously
- Jan 2008 – Sep 2009U.S. Bancorp Investments, Inc.Previously
Contact David
(201) 352-3000Firm headquarters in Weehawken, NJ. Ask for David. 100 Railroad Street W Suite 103Missoula, MT 59802Office · Get directions LinkedIn pageUBS Financial Services
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Questions to ask David
Tailored to David’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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 David
How do I contact David?
Call UBS Financial Services at (201) 352-3000 and ask for David Slote. David works from the Missoula, MT office.
How long has David been a financial advisor?
David has been in the industry since 2004, about 22 years. More experience than 66% of advisors in Montana.
What licenses does David hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask David 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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