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Rachel Lee Sloan

President & Chief Compliance OfficerSloan Advisory Group, Inc.CRD 2412421

About Rachel Lee Sloan

Rachel Lee Sloan is listed as President & Chief Compliance Officer at Sloan Advisory Group, Inc. in Glens Falls, NY. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Sloan Advisory Group, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Rachel Lee Sloan work?

Rachel Lee Sloan is listed as President & Chief Compliance Officer at Sloan Advisory Group, Inc. on SEC Form ADV.

How much of Sloan Advisory Group, Inc. does Rachel Lee Sloan own?

Form ADV reports a beneficial ownership band of Over 75%.

Sloan Advisory Group, Inc.

TitlePresident & Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2009
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