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Inactive

Ryan J Bergmann

Silverlake Wealth Management LLC

Williston, VT

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Current Employers
Silverlake Wealth Management Llc

33 Blair Park Road Suite 100, Williston, VT 05495 • United States

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2025-01-16
  • VT RA
    APPROVED
    Since 2025-01-16

Branch Locations

33 Blair Park Road Suite 100, Williston, VT 05495 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Colchester VT 07/2019 12/2022
Gap Inc San Francisco CA 07/2012 06/2019
Morgan Stanley Private Bank, N.A New York NY 05/2021 12/2022
Silverlake Wealth Management Llc Williston VT 12/2022 Present
  • 07/2019 → 12/2022
    Morgan Stanley
    Colchester, VT
  • 07/2012 → 06/2019
    Gap Inc
    San Francisco, CA
  • 05/2021 → 12/2022
    Morgan Stanley Private Bank, N.A
    New York, NY
  • 12/2022 → Present
    Silverlake Wealth Management Llc
    Williston, VT
Previous Registrations
Other Businesses

12/2022 - Williston, VT - Insurance Licensed - Investment related. Spends under 10% per month on this activity.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-23
  • S66 Uniform Combined State Law Examination
    2019-10-23
Designations

View on SEC IAPD

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MICHAEL PATRICK JUNGA
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BREANNA SYKES
JACQUELYN MICHELE THIBEAULT
BRET LYN HODGDON
ADAM TAYLOR EIKLOR
JEFFREY DONALD STEELE

Other Offices

ALLSTATE FINANCIAL ADVISORS, LLC · Williston, VT
LPL FINANCIAL LLC · WILLISTON, VT
COPPER LEAF FINANCIAL, LLC · WILLISTON, VT
PATHWAY FINANCIAL ADVISORS, LLC · SOUTH BURLINGTON, VT
LPL FINANCIAL LLC · Williston, VT
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC · WILLISTON, VT
AMERIPRISE FINANCIAL SERVICES, LLC · South Burlington, VT
BERGER FINANCIAL GROUP · South Burlington, VT

More in Williston, VT

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