Gregory Beardslee, financial advisor Orlando FL

Gregory Beardslee

CRD Number: 2377734
Current Firm: American Harbour Wealth Management, LLC

Gregory Beardslee (CRD# 2377734) is an Investment Advisor Representative working at American Harbour Wealth Management, LLC in Orlando, FL and has over 29 years of experience in the finance industry.

Similar Advisors
Gregory Abdalla, financial advisor Orlando FL
Gregory H. Abdalla
CRD# 6160017
Cetera Investment Advisers LLC
Similar Advisors
Gary Abely, financial advisor Orlando FL
Gary S. Abely
CRD# 2811837
Certified Advisory Corp
Similar Advisors
Lauren Abramowitz, financial advisor Orlando FL
Lauren M. Abramowitz
CRD# 5855622
Financial Harvest Wealth Advisors
Company Name Location Dates Years
Apw Capital, Inc. Rockaway, NJ Feb 2022 - Current 2
American Harbour Wealth Management, LLC Orlando, FL Mar 2021 - Current 3
Delta Capital Management, LLC Maitland, FL Mar 2020 - May 2022 2
Delta Securities Company, LLC Maitland, FL Mar 2020 - Feb 2022 1
Proequities, Inc. Orlando, FL Jul 2010 - Mar 2020 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1994
S65 NASAA Investment Advisors Law Examination Sep 2001
Contact Info for Gregory M. Beardslee
Phone Number: 407-484-3819
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    60
    MILLIONS
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $670,033
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States

FL, TX

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.