Supreme Alliance
47yrs
Top advisor by experience in Charlotte
12yrs
Eleanor Sloop
Full name on record: Eleanor Dellinger Sloop
Financial advisor at Advice and Planning Services
Based in Charlotte, North Carolina, Eleanor Sloop is a fiduciary financial advisor with 12 years of industry experience. Eleanor joined Advice and Planning Services in 2018, a firm offering financial planning, investment management, and selecting outside investment managers. Advice and Planning Services reports being paid through a percentage of assets.
One of 4490 advisors with offices in Charlotte, and one of 4158 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?More experience than 51% of advisors in Charlotte
Office8500 Andrew Carnegie Blvd. Charlotte Regional, Charlotte, NC 28262
How the firm is paid ?Percent of assets, Other
Typical client at the firm ?$523,144
Advisors at the firm1,694
States licensed ?1 state
Services through Advice and Planning Services
Financial planningInvestment management for individuals and small businessesChoosing other investment managersEducational 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
- 2018 – now
Questions to ask Eleanor
Tailored to Eleanor’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 Eleanor
How do I contact Eleanor?
Call Advice and Planning Services at 212-490-9000 and ask for Eleanor Sloop. Eleanor works from the Charlotte, NC office.
How long has Eleanor been a financial advisor?
Eleanor has been in the industry since 2014, about 12 years. More experience than 51% of advisors in Charlotte.
What licenses does Eleanor hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Eleanor a fiduciary?
Eleanor is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eleanor paid?
Advice and Planning Services reports being paid by a percentage of the assets they manage, other fees. Ask Eleanor 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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