Unclaimed Profile

George Dickson Griswold

HIGHWATER WEALTH MANAGEMENT LLC·GLENDALE, Colorado

Series 7, Series 24, Series 53, Series 55, Series 63, Series 65Clean record25 years registeredHIGHWATER WEALTH MANAGEMENT LLC

650 S CHERRY STREET, GLENDALE, CO 80246CRD# 2190236Firm CRD# 157237

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

George Dickson Griswold · GLENDALE, CO

Registration

CRD #2190236 · HIGHWATER WEALTH MANAGEMENT LLC · 25 years registered

Brand Profile

Not yet started

Career History

CAPTRUST

Aug 2022 – present

FRONTIER WEALTH MANAGEMENT, LLC

Feb 2020 – Oct 2022

Glendale, CO

HIGHWATER WEALTH MANAGEMENT LLC

Jul 2011 – Feb 2020

GLENDALE, CO

COBIZ INVESTMENT MANAGEMENT, LLC.

Jul 2006 – Aug 2011

DENVER, CO

WATERS PARKERSON & CO INC.

Jan 2001 – May 2006

NEW ORLEANS, LA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 53

Series 55

Series 63

Series 65

Registration record

First registered · January 3, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HIGHWATER WEALTH MANAGEMENT LLC

CRD 157237 · SEC 801-107000

AUM

$181M

Regulatory assets under management

Employees

213 client accounts

Services offered by HIGHWATER WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HIGHWATER WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does George Dickson Griswold offer?

George Dickson Griswold specializes in Financial Planning, Investment Management. Contact their office in GLENDALE, Colorado for a consultation.

What are George Dickson Griswold's credentials?

George Dickson Griswold is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is George Dickson Griswold located?

George Dickson Griswold is based in GLENDALE, Colorado, working with HIGHWATER WEALTH MANAGEMENT LLC. Their office serves clients in the GLENDALE metropolitan area and surrounding communities.

How does George Dickson Griswold charge for services?

George Dickson Griswold's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HIGHWATER WEALTH MANAGEMENT LLC?

HIGHWATER WEALTH MANAGEMENT LLC has approximately 4 employees and manages $181M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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