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Colleen A Venter

GSB WEALTH MANAGEMENT, LLC·GUILFORD, Connecticut
Unclaimed Profile
ONE PARK STREET, GUILFORD, CT 06437CRD# 4964085Firm CRD# 124867
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GSB WEALTH MANAGEMENT, LLC
GSB WEALTH MANAGEMENT, LLC
AUM
$475M
Regulatory assets under management
Employees
13
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4964085
Firm CRD# 124867
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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