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John William Slattery

Investment Adviser Representative at ARCA Wealth, LLC

Portsmouth, NHCRD #5685136Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

John William Slattery is an investment adviser representative with ARCA Wealth, LLC in Portsmouth, NH, where they have been registered since 2026. They have worked in the securities industry since 2023 and were previously registered with KEY Investment Services LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in New Hampshire.

Office

22 Deer Street, Suite 200
Portsmouth, NH 03801

Advisors at this office: 5

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
New Hampshire

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 8/9/2023
Series 7
General Securities Representative Examination
Passed 6/21/2023
SIE
Securities Industry Essentials Examination
Passed 4/4/2023

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

ARCA Wealth, LLCCurrent
4/2/2026 – Portsmouth, NH
KEY Investment Services LLC
8/11/2023 – 3/31/2026Brooklyn, OH

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Maine Medical Center
    Jun 2015 – Feb 2017Portland, ME
  2. Slattery's Village Trading Post
    Feb 2017 – Apr 2020Portland, ME
  3. Unemployed
    Apr 2020 – Nov 2020Poland, ME
  4. Camden National Bank
    Nov 2020 – May 2022Auburn, ME
  5. KeyBank NA
    May 2022 – Mar 2026Brunswick, ME
  6. Key Investment Services LLC
    May 2023 – Mar 2026Brooklyn, OH
  7. Granite Bay Wealth Management
    Mar 2026 – no end date reportedPortsmouth, NH

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About ARCA Wealth, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm account minimum
$500,000 (waivable)

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
10
Offices listed on AdvisorFinder:
1
Main office:
Portsmouth, NH
SEC file number:
801-92174

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 28, 2026

View full firm profile

Other advisors at ARCA Wealth, LLC

9 other advisors in the directory

View ARCA Wealth, LLC firm profile

Similar advisors in Portsmouth, NH

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. John William Slattery has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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John William Slattery (ARCA Wealth) - Fees & Credentials