Gregory John Halstead

38 Years of Experience

6 DisclosuresBrokerSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth

Silver Oak Securities, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

174 advisors

Number of Clients

8,671 clients

Average Client Portfolio

$234K average

Assets Under Management

$2.0B

Fee Structure

Minimum Investment:None

Location

10 Office Park Way Ste 200, Pittsford, NY, 14534

Get directions

History

Regulatory History (6)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

June 2021

Settled

Customer Dispute

February 2015

Denied

Customer Dispute

January 2003

Closed-No Action

Employment Separation After Allegations

November 2002

Customer Dispute

June 1998

Settled

Customer Dispute

April 1998

Withdrawn

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Gregory is an advisory representative at Bright Futures Wealth Management LLC and a financial advisor/partner at Rochester Wealth Partners, dedicating about a quarter of his time to each. He also sells life and fixed annuities as an insurance agent, spending minimal time on this activity, and is president of Burnley Rise HOA.