Griffin Michael Haviken

Employer firm

Vericrest Private Wealth, LLC CRD 311111

$138M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2009 → Present
  Towercrest Capital Management
  Newtown, PA
• 02/2021 → Present
  Vericrest Private Wealth
  Newtown, PA

Previous Registrations

• 2009-12-16 → 2021-11-17
  Towercrest Capital Management, Llc

Other Businesses

Griffin Haviken is a managing member of the Advest Short Duration Real Estate Fund. The fund is investment related and focuses on real estate investments. The business is located at 41 University Drive - Suite 400, Newtown, PA 18940. Griffin spends approximately 40 hours a month (10 hours per week) on the business. Approximately half of those hours are spent during securities trading hours. Griffin's role is to evaluate and manage the investments.

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-11-13

Other Names

• Griffin M Haviken