Gregory John Steele
Investment adviser representative at Silverlake Wealth Management LLC
14 yearsExperience
1 stateRegistered in
$849.1MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Silverlake Wealth Management LLCApr 2024 to now
- J.V.B. Financial Group, LLCApr 2023 to Apr 2024
- UnemployedOct 2022 to Apr 2023
- Mizuho Securities USA LLCJul 2018 to Oct 2022
- UnemployedFeb 2018 to Jun 2018
- RBC Capital MarketsMay 2012 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
Silverlake Wealth Management LLC
$849.1MAssets managed
1,072Clients
9Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2571053
- Firm CRD
- 165525