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Theodore Martin Riehle

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 2017-01-06
  • VT RA
    APPROVED
    Since 2017-01-06

Branch Locations

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

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Silverlake Wealth Management Llc Williston VT 12/2012 Present
Lpl Financial, Llc Williston VT 12/2012 11/2019
Purshe Kaplan Sterling Investments Albany NY 04/2020 Present
  • 12/2012 → Present
    Williston, VT
  • 12/2012 → 11/2019
    Lpl Financial, Llc
    Williston, VT
  • 04/2020 → Present
    Purshe Kaplan Sterling Investments
    Albany, NY
Previous Registrations
Other Businesses

1) FIXED INSURANCE. INVESTMENT RELATED BUSINESS. 33 BLAIR PARK ROAD, SUITE 100, WILLIASTON VT 05495. SELL AND SERVICE FIXED INSURANCE. TITLE IS INVESTMENT ADVISOR. STARTED 03/2020. 2 HRS/MO DEVOTED - 1 DURING TRADING. DUTIES ARE SALES AND SERVICE OF FIXED INSURANCE PRODUCTS. 2) SILVERLAKE WEALTH MANAGEMENT. INVESTMENT RELATED BUSINESS. LOCATED AT 33 BLAIR PARK, WILLISTON VT 05495. INVESTMENT ADVISORY. TITLE IS PARTNER. STARTED 04/2002. 160 HRS/MO - 8 DURING TRADING. DUTIES ARE TO ADVISE CLIENTS. 3) SCHROON LAKE SELF STORAGE. INVESTMENT RELATED BUSINESS. LOCATED AT RT. 9 SCHROON LAKE, NY. SELF STORAGE. TITLE IS PARTNER. STARTED IN 1990. 1 HR/MO DEVOTED - 0 DURING TRADING. DUTIES ARE SELF STORAGE RENTAL UNITS. 4) RIEHLE FAMILY PARTNERSHIP. INVESTMENT RELATED: YES/NO. 94 EAST SHORE NORTH, GRAND ISLE VT. RENTAL VACATION HOME. TITLE IS OWNER. STARTED IN 2010. DEVOTES 1 HR/MO - 0 DURING TRADING. DUTIES ARE OWNER OF ISLAND AND RENT HOUSE 5 WEEKS A YEAR. 5) Purshe Kaplan Sterling Investments, Investment Related, Registered Representative, 33 Blair Park Road, Suite 100, Williston, VT 05495.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-01-23
S63 Uniform Securities Agent State Law Examination 1982-08-06
  • S65 Uniform Investment Adviser Law Examination
    1996-01-23
  • S63 Uniform Securities Agent State Law Examination
    1982-08-06
Other Names
  • Ted Riehle

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