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Griffin Michael Haviken

VERICREST PRIVATE WEALTH, LLC·NEWTOWN, Pennsylvania
Series 65Clean record16 years registeredVERICREST PRIVATE WEALTH, LLC
41 UNIVERSITY DRIVE, NEWTOWN, PA 18940CRD# 2565439Firm CRD# 311111

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Griffin Michael Haviken · NEWTOWN, PA
Registration
CRD #2565439 · VERICREST PRIVATE WEALTH, LLC · 16 years registered
Brand Profile
Not yet started
01

Career History

VERICREST PRIVATE WEALTH, LLC
Mar 2021 – present
TOWERCREST CAPITAL MANAGEMENT, LLC
Dec 2009 – Nov 2021
NEWTOWN, PA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · December 16, 2009
Years registered · 16
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
VERICREST PRIVATE WEALTH, LLC
CRD 311111 · SEC 801-119692
AUM
$127M
Regulatory assets under management
Employees
2
279 client accounts
Services offered by VERICREST PRIVATE WEALTH, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at VERICREST PRIVATE WEALTH, LLC →
Introduction

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05

Frequently Asked Questions

What services does Griffin Michael Haviken offer?
Griffin Michael Haviken specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in NEWTOWN, Pennsylvania for a consultation.
What are Griffin Michael Haviken's credentials?
Griffin Michael Haviken is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Griffin Michael Haviken located?
Griffin Michael Haviken is based in NEWTOWN, Pennsylvania, working with VERICREST PRIVATE WEALTH, LLC. Their office serves clients in the NEWTOWN metropolitan area and surrounding communities.
How does Griffin Michael Haviken charge for services?
Griffin Michael Haviken's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is VERICREST PRIVATE WEALTH, LLC?
VERICREST PRIVATE WEALTH, LLC has approximately 2 employees and manages $127M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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William F Davis
NEWTOWN, PA
CFP

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