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Trey Grayson Ellington

Steelhead Wealth Management

Glen Allen, VA

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Current Employers
Steelhead Wealth Management

4121 Cox Rd Suite 102, Glen Allen, VA 23060 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2025-12-16
  • VA RA
    APPROVED
    Since 2025-12-16

Branch Locations

4121 Cox Rd Suite 102, Glen Allen, VA 23060 • 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
Captech Ventures Richmond VA 08/2013 05/2022
Michael Ellis Richmond VA 05/2022 06/2022
Michael Ellis Richmond VA 06/2022 Present
Northwestern Mutual Investment Services Llc Richmond VA 06/2022 Present
Northwestern Mutual Wealth Management Company Milwaukee WI 10/2022 Present
Steelhead Wealth Management, Llc Glen Allen VA 12/2025 Present
  • 08/2013 → 05/2022
    Captech Ventures
    Richmond, VA
  • 05/2022 → 06/2022
    Michael Ellis
    Richmond, VA
  • 06/2022 → Present
    Michael Ellis
    Richmond, VA
  • 06/2022 → Present
    Northwestern Mutual Investment Services Llc
    Richmond, VA
  • 10/2022 → Present
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 12/2025 → Present
    Steelhead Wealth Management, Llc
    Glen Allen, VA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-09-01
  • S63 Uniform Securities Agent State Law Examination
    2022-09-01
Designations
Other Names
  • Trey Grayson Ellington

View on SEC IAPD

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KRISTIN ANLIKER
SUSANNAH AMELIA ORZOLEK
ANNA L CARLSON
JORDAN PETER MISTRETTA

Other Offices

LPL FINANCIAL LLC · GLEN ALLEN, VA
STRATHMORE CAPITAL ADVISORS · Glen Allen, VA
CETERA INVESTMENT ADVISERS LLC · GLEN ALLEN, VA
CARLSON FINANCIAL · GLEN ALLEN, VA
CETERA INVESTMENT ADVISERS LLC · GLEN ALLEN, VA
CETERA INVESTMENT ADVISERS LLC · GLEN ALLEN, VA
HUB INVESTMENT PARTNERS, LLC · Glen Allen, VA
HUB INVESTMENT PARTNERS, LLC · Glen Allen, VA

More in Glen Allen, VA

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