Jeffrey Steele, financial advisor Williston VT

Jeffrey Steele

CRD Number: 2111373
Current Firm: Silverlake Wealth Management LLC

Jeffrey Steele (CRD# 2111373) is an Investment Advisor Representative working at Silverlake Wealth Management LLC in Williston, VT and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Apr 2020 - Current 2
Silverlake Wealth Management LLC Williston, VT Dec 2012 - Current 9
Lpl Financial, LLC Williston, VT Dec 2012 - Apr 2020 7
Wells Fargo Advisors Financial Network LLC Williston, VT May 2009 - Dec 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1991
S65 NASAA Investment Advisors Law Examination Mar 1995
Contact Info for Jeffrey D. Steele
Phone Number: (802) 857-5083
Registered State(s):
  • VT
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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