Anthony Gedwill

Employer firm

Silver Oak Securities, Incorporated CRD 46947

$2.45B regulatory AUM 42 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2014 → 04/2018
  Guggenheim Partners
  Chicago, IL
• 04/2018 → 05/2019
  Invesco
  Downers Grove, IL
• 09/2019 → 09/2021
  Nuveen Securities, Llc
  Chicago, IL
• 06/2019 → 08/2019
  Unemployed
  Chicago, IL
• 09/2021 → 10/2022
  Alps Distributors, Inc.
  Denver, CO
• 09/2021 → 10/2022
  Flx Distribution, Inc.
  Bernardsville, NJ
• 10/2022 → 05/2023
  Sentinus-Halo Securities, Llc
  Chicago, IL
• 10/2022 → 05/2023
  Sentinus, Llc
  Chicago, IL
• 01/2024 → Present
  Silver Oak Securities
  Jackson, TN
• 05/2023 → 01/2024
  Unemployed
  Chicago, IL

Previous Registrations

• 2022-12-14 → 2023-05-22
  Rothschild Wealth Llc
  Chicago, IL
  Oakbrook, IL
• 2019-09-13 → 2021-09-13
  Nuveen Asset Management, Llc
  Chicago, IL
• 2018-05-07 → 2019-05-30
  Invesco Advisers, Inc.
  Downers Grove, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-05-04
• S63 Uniform Securities Agent State Law Examination
  2013-12-23

Other Names

• Anthony John Gedwill
• Anthony Gedwill