Colleen Venter
Grey Ledge Advisors · Guilford, Connecticut
Colleen Venter is a fee-only financial advisor at Grey Ledge Advisors in Guilford, Connecticut. Grey Ledge Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Colleen →
Facts
| Firm | Grey Ledge Advisors |
|---|---|
| Based in | Guilford, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $616.0M across 1,575 accounts |
| SEC registration | Investment adviser representative in CT · CRD 4964085 |
| Exams passed | Series 65 (2005) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.greyledge.com |
How Colleen's firm compares
- Grey Ledge Advisors's average account is about $391,000, from its Form ADV (assets managed divided by 1,575 accounts).
Request an introduction to Colleen
Tell Colleen a little about what you're looking for. Colleen isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Colleen
Is Colleen Venter a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Colleen holds no broker registration, and Grey Ledge Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Colleen charge for financial advice?
Colleen's firm, Grey Ledge Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Colleen Venter based?
Colleen Venter is based in Guilford, Connecticut.
Is Colleen Venter registered with the SEC?
Yes. Colleen Venter is registered as an investment adviser representative in CT (CRD 4964085), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Grey Ledge Advisors manage?
Grey Ledge Advisors reports $616.0M across 1,575 accounts in assets under management.
How do I contact Colleen Venter?
Through Colleen's website, www.greyledge.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.