Gregory Wait

from Riverwater Partners LLC
SEC regulated
Regulated Investment Advisor
Gregory Wait is a financial advisor based in Wisconsin, Milwaukee, with 39 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.
This advisor is a SEC regulated
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
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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

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