Anthony Gedwill
Anthony Gedwill is a registered investment advisor at Silver Oak Securities, INC., based in Northbrook, IL, with 11 years of industry experience. Anthony is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 8,746 clients with $2.4B 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 | 2.00% |
The maximum advisor fee is 2.0% of assets. Fees are negotiable between you and your financial professional. Accounts also incur a platform fee consisting of $45 annually plus an asset-based fee between 0.05% and 0.25%.
Fee Estimator
Location
Northbrook, IL
Get directionsHistory
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
Silver Oak Securities, INC.
Silver Oak Securities, Incorporated
Silver Oak Securities, IncorporatedBroker
Previous Registrations
Sentinus, LLC
Halo Securities, LLCBroker
Alps Distributors, INC.Broker
Nuveen Asset Management, LLC
Nuveen Securities, LLCBroker
Invesco Advisers, INC.
Invesco Distributors, INC.Broker
Guggenheim Funds Distributors, LLCBroker
National Securities CorporationBroker
State Registrations2 states
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
More Advisors
- Matt Bauer, ChFCState Farm Investment Management CORP.
- Agnes Roach, CFPLPL Financial LLC
- Mason Homsey, CFPCharles Schwab & CO., INC.
- Caroline Sarles, CFPHokin Investment Advisors INC.
- Alexander Ross, CFPMain Street Investment Advisors, LLC
- Judith Rossetti, CFAForum Financial Management, LP