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TE

Trey G. Ellington

STEELHEAD WEALTH MANAGEMENT
GLEN ALLEN, VA 23060
Some features on this profile are disabled
CRD#: 7541634
TE

Professional summary

Trey Grayson Ellington is a registered financial advisor currently at STEELHEAD WEALTH MANAGEMENT located in Glen Allen, Virginia.

Trey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Trey has worked at 2 firms and has passed the Series 63, Series 7TO and SIE 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Trey Grayson Ellington'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

December 16, 2025 - Present

STEELHEAD WEALTH MANAGEMENT

Office #1: 4121 Cox Rd Suite 102, Glen Allen, VA 23060
RIA
CRD#: 338410
GLEN ALLEN, VA
Past

August 1, 2022 - December 23, 2025

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
RICHMOND, VA

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
Virginia
(12/16/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 9/1/2022
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 8/1/2022
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/20/2022
Securities Industry Essentials Examination

Current Firm

SW
STEELHEAD WEALTH MANAGEMENT
STEELHEAD WEALTH MANAGEMENT | STEELHEAD WEALTH MANAGEMENT LLC

CRD#: 338410 / SEC#: 801-134675

RIA
Registered Investment Advisory firm - (11/14/2025 120-Day Approval)
PREMIUM
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Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
4121 Cox Rd Suite 102, Glen Allen, VA 23060
Mailing Address
Phone number
(804) 548-0781
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A_25-12-15 (12/12/2025)
0

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.

Company Information

STEELHEAD WEALTH MANAGEMENT

CRD#: 338410Glen Allen, VA 23060

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