Jeffrey Steele is a registered investment advisor, based in Williston, VT, with 35 years of industry experience.
Location
33 Blair Park Road, Suite 100, Williston, VT, 05495
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is a partner at Silverlake Wealth Management, dedicating about half his time to this role. He also sells and services fixed insurance products through multiple entities, spending minimal time on each, and owns SWM Realty Holdings, LLC for real estate rental.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Silverlake Wealth Management LLC
Previous Registrations
Silverlake Wealth Management LLC
LPL Financial LLCBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Morgan Stanley Dw INC.Broker
State Registrations20 states
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