Unclaimed Profile

Gregory Dean Wait

RIVERWATER PARTNERS LLC·MILWAUKEE, Wisconsin

Series 3, Series 6, Series 7, Series 63, Series 65Clean record26 years registeredRIVERWATER PARTNERS LLC

1433 N. WATER STREET, MILWAUKEE, WI 53202CRD# 1308105Firm CRD# 283540

Profile Verification

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

Identity

Gregory Dean Wait · MILWAUKEE, WI

Registration

CRD #1308105 · RIVERWATER PARTNERS LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: RIVERWATER PARTNERS LLC

RIVERWATER PARTNERS LLC

Sep 2019 – Jun 2024

Milwaukee, WI

FALCONS ROCK IMPACT INVESTMENTS, LLC

Feb 2017 – Sep 2019

GERMANTOWN, WI

PERRY CAPITAL MANAGEMENT INC

Jun 2005 – Dec 2006

MILWAUKEE, WI

FALCONS ROCK INVESTMENT COUNSEL, LLC

Oct 2003 – Sep 2019

GERMANTOWN, WI

STRONG CAPITAL MANAGEMENT INC

Jan 2000 – May 2003

MENOMONEE FALLS, WI

Registrations & Exams

FINRA examinations passed

Series 3

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · January 20, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RIVERWATER PARTNERS LLC

CRD 283540 · SEC 801-117635

AUM

$872M

Regulatory assets under management

Employees

545 client accounts

Services offered by RIVERWATER PARTNERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RIVERWATER PARTNERS LLC →

Introduction

Speak with Gregory

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Gregory is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in MILWAUKEE?

Browse all registered financial advisors in MILWAUKEE, Wisconsin or claim this profile if it's yours.

Browse MILWAUKEE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Gregory Dean Wait offer?

Gregory Dean Wait specializes in Financial Planning, Investment Management, Wealth Management.

What are Gregory Dean Wait's credentials?

Gregory Dean Wait is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gregory Dean Wait located?

Gregory Dean Wait is based in MILWAUKEE, Wisconsin, last registered with RIVERWATER PARTNERS LLC.

How does Gregory Dean Wait charge for services?

Gregory Dean Wait's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RIVERWATER PARTNERS LLC?

RIVERWATER PARTNERS LLC has approximately 12 employees and manages $872M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →