Gregory Steele is a registered investment advisor at Silverlake Wealth Management LLC, based in Huntington, NY, with 29 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 722 clients with $570M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SilverLake Wealth Management charges a percentage of your portfolio's value each quarter, paid in advance. The annual fee ranges from 0.50% to 1.50%, depending on the size and complexity of your account. More complex relationships may be charged a higher fee. Fees are negotiable.
Location
Huntington, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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.