Unclaimed Profile

Colleen A Venter

GSB WEALTH MANAGEMENT, LLC·GUILFORD, Connecticut

Series 65Clean record20 years registeredGSB 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 · 20 years registered

Brand Profile

Not yet started

Career History

GREY LEDGE ADVISORS, LLC

Sep 2005 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 19, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GSB WEALTH MANAGEMENT, LLC

CRD 124867 · SEC 801-61932

AUM

$475M

Regulatory assets under management

Employees

1,454 client accounts

Services offered by GSB WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GSB WEALTH MANAGEMENT, LLC →

Introduction

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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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