CS
CS

Christopher Barron Sleight

11 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
3,152 clients
Average Client Portfolio
$873K average
Assets Under Management
$2.8B

Fee Structure

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Location

5284 Station Way, Sarasota, FL, 34233

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Christopher is the owner and an insurance agent for CS Sleight, Inc. (d/b/a TRUADVICE Wealth Management), spending a few hours per week selling fixed life insurance and annuities; he is also a partial owner of TRUADVICE, LLC, spending about 10-20% of his time on this investment-related business.

Employment History
Current Registrations
Bison Wealth, LLC
December 2023 - Present · 2 yrs 2 mos
Previous Registrations
Truadvice LLC
March 2018 - June 2024 · 6 yrs 3 mos
Global Financial Private Capital, LLC
June 2014 - June 2018 · 4 yrs
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.