Anthony Gedwill
Investment adviser representative at Silver Oak Securities, Inc.
12 yearsExperience
1 stateRegistered in
$2.4BFirm assets
16 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
12 years in the industry.
- Silver Oak Securities, IncorporatedJan 2024 to now
- UnemployedMay 2023 to Jan 2024
- Sentinus, LLCOct 2022 to May 2023
- Sentinus-halo Securities, LLCOct 2022 to May 2023
- Alps Distributors, Inc.Sep 2021 to Oct 2022
- Flx Distribution, Inc.Sep 2021 to Oct 2022
- Nuveen Securities, LLCSep 2019 to Sep 2021
- UnemployedJun 2019 to Aug 2019
- InvescoApr 2018 to May 2019
- Guggenheim PartnersJun 2014 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 1 state (IL).
Silver Oak Securities, Inc.
Legal name: Silver Oak Securities Incorporated
$2.4BAssets managed
8,746Clients
110Advisers
16 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
- 6202554
- Firm CRD
- 46947