Jeffrey Steele
from Silverlake Wealth Management LLC
Jeffrey Steele is a financial advisor based in Vermont, Williston, with 36 years of experience. Jeffrey currently works for Silverlake Wealth Management LLC. Jeffrey 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
Jeffrey Steele works at Silverlake Wealth Management LLC
Silverlake Wealth Management LLC is a financial advisory firm based in Williston, Vermont. It currently has approximately $375,804,686 of assets under management and employs about 11 people. Silverlake Wealth Management LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
14 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
33 Blair Park Road, Suite 100, Williston, Vermont, 5495
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