Advisor at American Harbour Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
American Harbour Wealth Management, LLC
Location
Orlando, FL 32819
Credentials
Series 63, Series 65
Industry experience
31 years
Gregory Beardslee is a financial advisor with American Harbour Wealth Management, LLC in Orlando, FL. He holds Series 63 and Series 65 licenses and has 31 years of industry experience. His prior work includes roles at APW Capital, Inc., Delta Capital Management, LLC, and Proequities, Inc. He also operates an independent insurance agency specializing in life, disability, and annuity sales. American Harbour Wealth Management provides discretionary portfolio management and financial planning services to individuals, charitable organizations, and businesses. The firm manages approximately $73 million in discretionary assets using firm-developed model portfolios, with investment strategies ranging from conservative to aggressive.
Based on American Harbour Wealth Management, LLC
Based on American Harbour Wealth Management, LLC
Financial planning services fixed fee ranging from $1,000 up to $10,000.
$0 - $999,999: 1.00% $1,000,000 - $4,999,999: 0.75% $5,000,000+: 0.50%
Registered representatives earn commissions on securities and insurance products sales separate from advisory fees.
$350/hour for financial consulting services, negotiable.
7009 Dr Phillips Blvd, Suite 260
Orlando, FL 32819
Florida
APW Capital, Inc.
2022 - Present (4 years)
American Harbour Wealth Management, LLC
2021 - Present (5 years)
Delta Capital Management, LLC
2020 - 2022 (2 years)
Delta Securities Company, Llc
2020 - 2022 (2 years)
Proequities, Inc
2010 - 2020 (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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