Unclaimed Profile

Jeffrey Donald Steele

SILVERLAKE WEALTH MANAGEMENT LLC·WILLISTON, Vermont

SIE, Series 7, Series 9, Series 10, Series 31, Series 63, Series 65, Series 99TOClean record23 years registeredSILVERLAKE WEALTH MANAGEMENT LLC

33 BLAIR PARK ROAD, WILLISTON, VT 05495CRD# 2111373Firm CRD# 165525

Profile Verification

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

Identity

Jeffrey Donald Steele · WILLISTON, VT

Registration

CRD #2111373 · SILVERLAKE WEALTH MANAGEMENT LLC · 23 years registered

Brand Profile

Not yet started

Career History

SILVERLAKE WEALTH MANAGEMENT LLC

Jan 2017 – present

SILVERLAKE WEALTH MANAGEMENT LLC

Dec 2012 – Dec 2016

WILLISTON, VT

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Nov 2002 – Dec 2012

WILLISTON, VT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 31

Series 63

Series 65

Series 99TO

Registration record

First registered · November 26, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SILVERLAKE WEALTH MANAGEMENT LLC

CRD 165525 · SEC 801-97340

AUM

$486M

Regulatory assets under management

Employees

606 client accounts

Services offered by SILVERLAKE WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SILVERLAKE WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Donald Steele offer?

Jeffrey Donald Steele specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WILLISTON, Vermont for a consultation.

What are Jeffrey Donald Steele's credentials?

Jeffrey Donald Steele is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Donald Steele located?

Jeffrey Donald Steele is based in WILLISTON, Vermont, working with SILVERLAKE WEALTH MANAGEMENT LLC. Their office serves clients in the WILLISTON metropolitan area and surrounding communities.

How does Jeffrey Donald Steele charge for services?

Jeffrey Donald Steele'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 SILVERLAKE WEALTH MANAGEMENT LLC?

SILVERLAKE WEALTH MANAGEMENT LLC has approximately 10 employees and manages $486M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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