Unclaimed Profile

Colleen A Venter

GSB WEALTH MANAGEMENT, LLC·GUILFORD, Connecticut

Clean recordGSB WEALTH MANAGEMENT, LLC

ONE PARK STREET, GUILFORD, CT 06437CRD# 4964085Firm CRD# 124867

Profile Verification

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

Identity

Colleen A Venter · GUILFORD, CT

Registration

CRD #4964085 · GSB WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Colleen A Venter is a registered financial advisor based in GUILFORD, Connecticut, affiliated with GSB WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

GSB WEALTH MANAGEMENT, LLC

AUM

$475M

Regulatory assets under management

Employees

Total firm employees

View all advisors at GSB WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4964085

Firm CRD# 124867

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Colleen A Venter offer?

Colleen A Venter specializes in Financial Planning, Investment Management. Contact their office in GUILFORD, Connecticut for a consultation.

What are Colleen A Venter's credentials?

Colleen A Venter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Colleen A Venter located?

Colleen A Venter is based in GUILFORD, Connecticut, working with GSB WEALTH MANAGEMENT, LLC. Their office serves clients in the GUILFORD metropolitan area and surrounding communities.

How does Colleen A Venter charge for services?

Colleen A Venter's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GSB WEALTH MANAGEMENT, LLC?

GSB WEALTH MANAGEMENT, LLC has approximately 13 employees and manages $475M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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