Jeffrey Steele has been Member, Managing Partner of SilverLake Wealth Management since November 2012, is a control person of the firm and directly owns between 10% and 25% of it.
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.
Jeffrey Steele is Managing Partner, CCO of SilverLake Wealth Management, based in Williston, VT. Before joining SilverLake, he spent 11 years with Morgan Stanley, following an earlier role with a private international investment firm. He has advised private, institutional and multi-generational family clients in the U.S. and abroad, including on long-term wealth preservation, tax-efficient asset transfer and portfolio construction.
Jeffrey Steele’s longest registration is the current one, 13 years at SilverLake Wealth Management since 2012. Before joining SilverLake Wealth Management in 2017, Jeffrey Steele was registered through Wells Fargo Advisors Financial Network, LLC.
- – present · 13 yearsWilliston, VT · Adviser representative · Firm CRD 165525
- Wells Fargo Advisors Financial Network, LLC– · 10 yearsWilliston, VT · Adviser representative · Firm CRD 11025
Investment adviser representative registrations
Jeffrey Steele is registered as an investment adviser representative in Vermont, since January 2017.
- VermontSince 6 January 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 11 July 2002 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 6 June 2002 |
| Series 65 | Uniform Investment Adviser Law Examination | 24 March 1995 |
| Series 31 | Futures Managed Funds Examination | 24 March 1995 |
| Series 63 | Uniform Securities Agent State Law Examination | 15 March 1991 |
| Series 7 | General Securities Representative Examination | 27 December 1990 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jeffrey Donald Steele
- CRD
- 2111373
- Firm
- SilverLake Wealth Management · CRD 165525
- Role
- Member, Managing Partner
- Office
- 33 BLAIR PARK ROAD, SUITE 100, Williston, VT 05495
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 1990
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- silverlakewealth.com
Where does Jeffrey Steele work?
Jeffrey Steele has been Member, Managing Partner of Silverlake Wealth Management LLC since November 2012, and is a control person of the firm.
Is Jeffrey Steele a financial advisor?
Yes. Jeffrey Steele has a current investment-adviser registration in Vermont, through SilverLake Wealth Management since January 2017.
How many years of experience does Jeffrey Steele have?
Jeffrey Steele has 35 years in the financial industry, since December 1990, across 2 adviser firms.
What exams has Jeffrey Steele passed?
Jeffrey Steele has passed 7 licensing exams: the Series 7, Series 63, Series 65, Series 31, Series 9, Series 10 and Series 99TO. The earliest, the Series 7, was passed in December 1990. FINRA credited Jeffrey Steele with the SIE, which began in October 2018.
Where did Jeffrey Steele work before SilverLake Wealth Management?
Before SilverLake Wealth Management, Jeffrey Steele was registered through Wells Fargo Advisors Financial Network, LLC, November 2002 to December 2012.
Where is Jeffrey Steele based?
Jeffrey Steele’s registered office is in Williston, VT.
Is Jeffrey Steele registered with FINRA?
Yes. Jeffrey Steele has a current broker registration, under CRD 2111373.
Source: FINRA BrokerCheck
How can I verify Jeffrey Steele’s record?
Search CRD 2111373 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jeffrey Steele’s full registration record.
