Gregory Steele is a registered investment advisor, based in Huntington, NY, with 29 years of industry experience. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning.
Location
Huntington, NY
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Regulatory History
Clean regulatory record
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
May 2024 - Present · 2 yrs 3 mos
Previous Registrations
J.V.B. Financial Group, LLCBroker
April 2023 - April 2024 · 1 yr
Mizuho Securities USA LLCBroker
July 2018 - October 2022 · 4 yrs 3 mos
RBC Capital Markets, LLCBroker
May 2012 - January 2018 · 5 yrs 8 mos
Macquarie Capital (USA) INC.Broker
September 2009 - September 2011 · 2 yrs
Deutsche Bank Securities INC.Broker
June 1999 - September 2009 · 10 yrs 3 mos
Bt Alex. Brown IncorporatedBroker
February 1995 - June 1999 · 4 yrs 4 mos
State Registrations1 state
NY
Advisor
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Exams
No exam information available for this advisor.