Great Lakes & Atlantic Wealth Management And Advisory Partners

Great Lakes & Atlantic Wealth Management And Advisory Partners (CRD# 170037) is a financial advisory firm headquartered in Charlotte, NC. They manage $230,434,290 in 230 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    230
    MILLION
  • Total Number of Accounts
    230
    ACCOUNTS
  • Average Account Value
    $1,001,888
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DC, FL, IL, MD, MI, MS, NC, NY, PA, SC, TN, TX, VA

Financial Advisors at Great Lakes & Atlantic Wealth Management And Advisory Partners
Showing 1 - 10 of 21 top financial advisors.
1
John W. Young
CRD#: 3014423
1340 Environ Way, Chapel Hill, NC 27517
96
Wealthminder
score

John Young (CRD# 3014423) is an Investment Advisor Representative working at Great Lakes & Atlantic Wealth Management And Advisory Partners in Chapel Hill, NC and has over 19 years of experience in the finance industry. John Young has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Darla J. Cederberg
CRD#: 4914942
309 Osceola Street Se, Suite 105, Stuart, FL 34994
93
Wealthminder
score

Darla Cederberg (CRD# 4914942) is an Investment Advisor Representative working at Great Lakes & Atlantic Wealth Management And Advisory Partners in Stuart, FL and has over 12 years of experience in the finance industry.

3
Judson H. Gee
CRD#: 2453009
1370 Brian Creek Road, Charlotte, NC 28205
93
Wealthminder
score

Judson Gee (CRD# 2453009) is an Investment Advisor Representative working at Great Lakes & Atlantic Wealth Management And Advisory Partners in Charlotte, NC and has over 23 years of experience in the finance industry.

4
John C. Goodson
CRD#: 2265477
1791 Bypass Road, Winchester, TN 37398
93
Wealthminder
score

John Goodson (CRD# 2265477) is an Investment Advisor Representative working at Great Lakes & Atlantic Wealth Management And Advisory Partners in Winchester, TN and has over 25 years of experience in the finance industry.

5
Richard C. McElroy
CRD#: 2948369
200 South Tryon Street, Suite 710, Charlotte, NC 28202
93
Wealthminder
score

Richard McElroy (CRD# 2948369) is an Investment Advisor Representative working at Great Lakes & Atlantic Wealth Management And Advisory Partners in Charlotte, NC and has over 15 years of experience in the finance industry.

6
James B. Richardson
CRD#: 2614858
322 North Shore Drive, Building 1b Suite 200, Pittsburgh, PA 15212
93
Wealthminder
score

James Richardson (CRD# 2614858) is an Investment Advisor Representative working at Great Lakes & Atlantic Wealth Management And Advisory Partners in Pittsburgh, PA and has over 17 years of experience in the finance industry.

7
Robert D. Schaff
CRD#: 5427456
200 South Tryon Street, Suite 710, Charlotte, NC 28202
93
Wealthminder
score

Robert Schaff (CRD# 5427456) is an Investment Advisor Representative working at Great Lakes & Atlantic Wealth Management And Advisory Partners in Charlotte, NC and has over 9 years of experience in the finance industry.

8
Nathaniel E. Siens
CRD#: 5237730
200 S. Tryon Street, Suite 710, Charlotte, NC 28202
93
Wealthminder
score

Nathaniel Siens (CRD# 5237730) is an Investment Advisor Representative working at Great Lakes & Atlantic Wealth Management And Advisory Partners in Charlotte, NC and has over 11 years of experience in the finance industry.

9
William D. Berger
CRD#: 2258317
5850 Waterloo Road Suite140, Columbia, MD 21045
90
Wealthminder
score

William Berger (CRD# 2258317) is an Investment Advisor Representative working at Great Lakes & Atlantic Wealth Management And Advisory Partners in Columbia, MD and has over 4 years of experience in the finance industry.

10
Philip H. Ellis
CRD#: 6218370
511 Renaissance Dr., Suite 133, Saint Joseph, MI 49085
90
Wealthminder
score

Philip Ellis (CRD# 6218370) is an Investment Advisor Representative working at Great Lakes & Atlantic Wealth Management And Advisory Partners in Saint Joseph, MI and has over 4 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.