Gregory Steele is a registered investment advisor at Silverlake Wealth Management LLC, based in Huntington, NY, with 30 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 1,072 clients with $850M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range from 0.50% to 1.50% annually depending on the size and complexity of the client relationship and are negotiable at the advisor's discretion.
Fee Estimator
Location
204 New York Avenue, Huntington, NY, 11743
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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 →Employment History
Current Registrations
Silverlake Wealth Management LLC
Previous Registrations
J.V.B. Financial Group, LLCBroker
Mizuho Securities USA LLCBroker
RBC Capital Markets, LLCBroker
Macquarie Capital (USA) INC.Broker
Deutsche Bank Securities INC.Broker
Bt Alex. Brown IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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