Gregory Steele has been Member, Managing Partner of SilverLake Wealth Management since December 2024, is a control person of the firm and directly owns between 10% and 25% of it. Gregory Steele holds a Degree in Economics from Union College.
Silverlake Wealth Management LLC is a Williston, VT firm with $849M under management, 1,072 clients and 11 advisers across 5 offices, as of its July 2026 filing.
Greg Steele is Managing Partner of SilverLake Wealth Management. Before joining SilverLake Wealth Management, he spent 30 years managing high yield credit risk for a variety of Wall Street investment banks.
- – present · 2 yearsHuntington, NY · Adviser representative · Firm CRD 165525
Investment adviser representative registrations
Gregory Steele is registered as an investment adviser representative in New York, since May 2024.
- New YorkSince 7 May 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 May 2024 |
| Series 57TO | Securities Trader Exam | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 55 | Limited Representative-Equity Trader Exam | 25 January 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 16 March 1995 |
| Series 7 | General Securities Representative Examination | 11 February 1995 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Trader Exam
- Name
- Securities Industry Essentials Examination
- Name
- Limited Representative-Equity Trader Exam
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Gregory John Steele
- CRD
- 2571053
- Firm
- SilverLake Wealth Management · CRD 165525
- Role
- Member, Managing Partner
- Office
- 204 NEW YORK AVENUE, Huntington, NY 11743
- Registration
- Investment adviser registration
- In the industry since
- September 1996
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- silverlakewealth.com
Where does Gregory Steele work?
Gregory Steele has been Member, Managing Partner of Silverlake Wealth Management LLC since December 2024, and is a control person of the firm.
Is Gregory Steele a financial advisor?
Yes. Gregory Steele has a current investment-adviser registration in New York, through SilverLake Wealth Management since May 2024.
How many years of experience does Gregory Steele have?
Gregory Steele has 30 years in the financial industry, since September 1996, across 1 adviser firm.
What exams has Gregory Steele passed?
Gregory Steele has passed 5 licensing exams: the Series 7, Series 63, Series 55, Series 57TO and Series 65. The earliest, the Series 7, was passed in February 1995. FINRA credited Gregory Steele with the SIE, which began in October 2018.
Where is Gregory Steele based?
Gregory Steele’s registered office is in Huntington, NY.
Is Gregory Steele registered with FINRA?
No. Gregory Steele has no current broker registration.
How can I verify Gregory Steele’s record?
Search CRD 2571053 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gregory Steele’s full registration record.
