George A. Greer

SHEELEY & PARTNERS WEALTH MANAGEMENT

Providence, RI 02903

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CRD#: 4117879

Professional summary

George Alden Greer is a registered financial advisor currently at SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC located in Providence, Rhode Island.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. George has worked at 5 firms and has passed the Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

I SERVE ON THE BOARD OF THE RHODE ISLAND FREE CLINIC SINCE 2/09, NOT INVESTMENT RELATED, 655 BROAD ST PROVIDENCE, RI, 1.5 HRS/MO, NOT DURING TRADING HRS, HELP WITH FUNDRAISING AND SERVE ON THE FINANCE COMMITTEE. EMPLOYEE OF NAVIGATOR INVESTMENTS SINCE 10/2009 - FINANCIAL SERVICES AND SALES AND LIFE INSURANCE.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Alden Greer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 29, 2009 - Present

SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC

Office #1: 100 Westminster St. Suite 1202, Providence, RI 02903

RIA

CRD#: 109013

Providence, RI

Past

March 20, 2008 - September 21, 2009

ARLEN CAPITAL, LLC

RIA

CRD#: 118113

WARWICK, RI

Past

March 20, 2008 - September 22, 2009

OSAIC WEALTH, INC.

CRD#: 23131

WARWICK, RI

Past

January 1, 2008 - April 2, 2008

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

PROVIDENCE, RI

Past

January 1, 2008 - April 2, 2008

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

PROVIDENCE, RI

Past

March 15, 2007 - January 1, 2008

A. G. EDWARDS & SONS, INC.

RIA

CRD#: 4

PROVIDENCE, RI

Past

March 17, 2000 - January 3, 2008

A. G. EDWARDS & SONS, INC.

CRD#: 4

PROVIDENCE, RI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC

NAVIGAGATOR INVESTMENT MANAGEMENT LLC | SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC | NAVIGATOR INVESTMENTS, LLC | NAVIGATOR INVESTMENT MANAGEMENT, LLC

CRD#: 109013 / SEC#: 801-56822

RIA

Registered Investment Advisory firm - (9/10/1999 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Massachusetts
(11/13/2009)

IAR

Rhode Island
(10/29/2009)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/14/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/23/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 3/16/2000

General Securities Representative Examination

Current Firm

SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC

NAVIGAGATOR INVESTMENT MANAGEMENT LLC | SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC | NAVIGATOR INVESTMENTS, LLC | NAVIGATOR INVESTMENT MANAGEMENT, LLC

CRD#: 109013 / SEC#: 801-56822

RIA

Registered Investment Advisory firm - (9/10/1999 Approved)

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Contact information

Main Address

100 Westminster St. Suite 1202, Providence, RI 02903

Mailing Address

Phone number

(401) 455-1230

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	81
AUM (Assets Under Management)	$ 122,400,702

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

George A. Greer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Alden Greer's CRS (Customer Relationship Summary).

Certified licenses

Experience

ARLEN CAPITAL, LLC

OSAIC WEALTH, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

A. G. EDWARDS & SONS, INC.

A. G. EDWARDS & SONS, INC.

Primary Firm SEC Registration

SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/14/2007

Series 63

Date: 3/23/2000

Series 7

Date: 3/16/2000

Current Firm

SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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