Gregory Wait
from Riverwater Partners LLC
Gregory Wait is a financial advisor based in Wisconsin, Milwaukee, with 42 years of experience. Gregory currently works for Riverwater Partners LLC. Gregory maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
- Fiduciary duty to act in the best interests of your finances
- Regulated by The Securities and Exchange Commission (SEC)
- Transparent about fees and never take commission when recommending a financial product
Gregory Wait works at Riverwater Partners LLC
Riverwater Partners LLC is a financial advisory firm based in Milwaukee, Wisconsin. It currently has approximately $122,225,644 of assets under management and employs about 11 people. Riverwater Partners LLC uses a fee structure of a percentage of assets under your management and hourly charges.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
21 years
Fee structure
A percentage of assets under your management and hourly charges
Office location
1433 N. Water Street, Suite 303, Milwaukee, Wisconsin, 53202
Advisor can help with
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
- Complete our easy online form
- Get matched with a financial advisor
- Schedule your free first meeting