LPL Financial
20yrs
More experience than 61% of advisors in New York
15yrs
Ryan B Slater
Financial advisor at LPL Financial
At a glance
Experience15 years (since 2012)
How that compares ?15 years in the industry
Office2024 W Henrietta Rd Suite 3f, Brighton, NY 14623
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
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.
Uniform Combined State Law Examination
Career
- 2023 – nowLPL Financial LLCCurrent firm
- 2021 – 2023Key Investment Services LLCPreviously
- 2012 – 2017Merrill Lynch, Pierce, Fenner & Smith IncorporatedPreviously
Questions to ask Ryan
Tailored to Ryan’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?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Ryan
How do I contact Ryan?
Call LPL Financial at 704-733-3300 and ask for Ryan B Slater. Ryan works from the Brighton, NY office.
How long has Ryan been a financial advisor?
Ryan has been in the industry since 2012, about 15 years. 15 years in the industry.
What licenses does Ryan hold?
Series 66. Tap any license on this page to see what it allows.
Is Ryan a fiduciary?
Ryan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ryan paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Ryan for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
LPL Financial
17yrs
More experience than 55% of advisors in New York