Skip to content

Colleen Venter

Chief Compliance Officer at Grey Ledge Advisors in Guilford, CT

Investment adviser registrationUpdated

Colleen Venter is Chief Compliance Officer of Grey Ledge Advisors, LLC, an investment adviser managing $616M, and works from its Guilford, CT office. Colleen Venter has been registered as an investment adviser representative through Grey Ledge Advisors since 19 September 2005, has 21 years in the industry across 1 firm and has passed the Series 65.

21
Years in industry
21
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Colleen Venter has been Chief Compliance Officer of Grey Ledge Advisors since April 2005, is a control person of the firm and directly owns under 5% of it.

Grey Ledge Advisors, LLC is a Guilford, CT firm with $616M under management, 887 clients and 4 advisers in one office, as of its March 2026 filing.

  1. – present · 21 years
    Guilford, CT · Adviser representative · Firm CRD 124867

Credentials and registrations

Investment adviser representative registrations

Colleen Venter is registered as an investment adviser representative in Connecticut, since September 2005.

  • ConnecticutSince 19 September 2005

Examinations

Series 6516 September 2005
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Colleen A Venter
CRD
4964085
Firm
Grey Ledge Advisors · CRD 124867
Role
Chief Compliance Officer
Office
ONE PARK STREET, Guilford, CT 06437
Registration
Investment adviser registration
In the industry since
September 2005
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Colleen Venter work?

Colleen Venter has been Chief Compliance Officer of Grey Ledge Advisors, LLC since April 2005, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 30 March 2026

Is Colleen Venter a financial advisor?

Yes. Colleen Venter has a current investment-adviser registration in Connecticut, through Grey Ledge Advisors since September 2005.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Colleen Venter have?

Colleen Venter has 21 years in the financial industry, since September 2005, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Colleen Venter passed?

Colleen Venter passed the Series 65 in September 2005.

Source: IAPD individual record, checked 22 October 2026

Where is Colleen Venter based?

Colleen Venter’s registered office is in Guilford, CT.

Source: IAPD individual record, checked 22 October 2026

Is Colleen Venter registered with FINRA?

No. Colleen Venter has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Colleen Venter’s record?

Search CRD 4964085 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Colleen Venter’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Grey Ledge Advisors

Sources

  1. IAPD individual record, CRD 4964085, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Grey Ledge Advisors, LLC, filed 30 March 2026. Title, control and ownership bands.