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Jeffrey Donald Steele

SILVERLAKE WEALTH MANAGEMENT LLC·WILLISTON, Vermont
Clean recordSILVERLAKE 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jeffrey Donald Steele is a registered financial advisor based in WILLISTON, Vermont, affiliated with SILVERLAKE WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SILVERLAKE WEALTH MANAGEMENT LLC
SILVERLAKE WEALTH MANAGEMENT LLC
AUM
$486M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at SILVERLAKE WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2111373
Firm CRD# 165525
View on FINRA BrokerCheck →

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05

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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Other Advisors at SILVERLAKE WEALTH MANAGEMENT LLC

Richard Joseph Briand
WILLISTON, VT
Robert William Eddy
WILLISTON, VT
Theodore Martin Riehle
WILLISTON, VT
Thomas Joseph Golonka
WILLISTON, VT

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Browse by Specialty

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Nearby cities in Vermont
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City Guides
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Research
Advisor Fees in VermontNational Fee Analysis
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