George Alden Greer
Investment adviser representative at Sheeley & Partners Wealth Management, LLC
17 yearsExperience
2 statesRegistered in
$131.3MFirm assets
27 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
17 years in the industry.
- Sheeley & Partners Wealth Management, LLCNov 2009 to now
- Navigator Investments, LLCOct 2009 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (MA, RI).
Sheeley & Partners Wealth Management, LLC
$131.3MAssets managed
79Clients
2Advisers
27 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
- 4117879
- Firm CRD
- 109013