SLOAN ADVISORY GROUP, INC.
CRD #284325 SEC #801-108115 GLENS FALLS, NY 888-978-8880
SEC Registered
Total AUM
$53.8M
Discretionary
$53.8M
Employees
1
Clients
26
Accounts
120
Firm Details
- Organization Type
- Corporation
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 18, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SLOAN, RACHEL, LEE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SLOAN, RACHEL, LEE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SLOAN, RACHEL, LEE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SLOAN, RACHEL, LEE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SLOAN, RACHEL, LEE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SLOAN, RACHEL, LEE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SLOAN, RACHEL, LEE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SLOAN, RACHEL, LEE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SLOAN, RACHEL, LEE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SLOAN, RACHEL, LEE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SLOAN, RACHEL, LEE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SLOAN, RACHEL, LEE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SLOAN, RACHEL, LEE | I | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | E | Control |
| SLOAN, RACHEL, LEE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SLOAN, RACHEL, LEE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SLOAN, RACHEL, LEE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SLOAN, RACHEL, LEE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SLOAN, RACHEL, LEE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SLOAN, RACHEL, LEE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SLOAN, RACHEL, LEE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SLOAN, RACHEL, LEE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SLOAN, RACHEL, LEE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SLOAN, RACHEL, LEE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SLOAN, RACHEL, LEE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SLOAN, RACHEL, LEE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SLOAN, RACHEL, LEE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| SLOAN, RACHEL, LEE | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Feb 18, 2025 REGISTERED
Notice Filings (3)
NY OR TX
Address
237 GLEN STREETSUITE 109
GLENS FALLS, NY 12801
United States
Phone: 888-978-8880