Gregory Steele
Silverlake Wealth Management · Huntington, New York
Gregory Steele is a fee-only financial advisor at Silverlake Wealth Management in Huntington, New York. Silverlake Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Silverlake Wealth Management |
|---|---|
| Based in | Huntington, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $849.1M across 2,641 accounts |
| SEC registration | Investment adviser representative in NY · CRD 2571053 |
| Exams passed | Series 63 (1995) · Series 65 (2024) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.silverlakewealth.com |
| Profile |
How Gregory's firm compares
- Silverlake Wealth Management's average account is about $321,000, from its Form ADV (assets managed divided by 2,641 accounts).
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Questions about Gregory
Is Gregory Steele a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gregory holds no broker registration, and Silverlake Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gregory charge for financial advice?
Gregory's firm, Silverlake Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Gregory Steele based?
Gregory Steele is based in Huntington, New York.
Is Gregory Steele registered with the SEC?
Yes. Gregory Steele is registered as an investment adviser representative in NY (CRD 2571053), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Silverlake Wealth Management manage?
Silverlake Wealth Management reports $849.1M across 2,641 accounts in assets under management.
How do I contact Gregory Steele?
Through Gregory's website, www.silverlakewealth.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.
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