GREY LEDGE ADVISORS WEALTH MANAGEMENT
  • Home
  • Offerings
    • Asset Management
    • Executive Benefits
    • Retirement Solutions
    • Funding Solutions
  • Industries
    • Individual Investors
    • Veterinarians
    • Business Solutions
    • Credit Unions
  • About
    • Our Community Focus
    • Our People
    • Disclosures
  • News & Insights
    • Rebrand
    • Blog
    • Podcast
  • Contact
  • Account Access
  • My Guil

Colleen Venter

Colleen Venter
Colleen Venter
Chief Compliance Officer


203.204.6629 office
203.996.1782 cell
​colleen@greyledge.com

Colleen has an extensive business background with over 30 years of experience. After joining the firm in 2005, she became an Investment Adviser Certified Compliance Professional (IACCP).

​Colleen Venter joined Grey Ledge Advisors in 2005 and serves as the firm’s Chief Compliance Officer. Colleen’s focus is on ensuring that Grey Ledge Advisors clients and the firm are well-poised for success. She is an Investment Adviser Certified Compliance Professional.

A Guilford resident for over 20 years, Colleen enjoys camping and skiing with her husband and two children. Her experience at major companies such as Bayer and PepsiCo allow her to take a different look at business, while helping to meet the goals of Grey Ledge Advisors clients.

Experience our Smart Simple Solutions!

Picture
Step 1: Engage a trusted partner.
Picture
Step 2: Execute a plan.
Picture
Step 3: Review results and adjust. 
Meet with an Investment Advisor
NOT A DEPOSIT | NOT FDIC INSURED | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | NOT GUARANTEED BY THE BANK | MAY GO DOWN IN VALUE
​The listing of any organizations should not be construed as an endorsement or a recommendation to retain Grey Ledge Advisors by these entities. Industry registrations, designations, recognitions, or awards should not be construed as an endorsement or a recommendation to retain Grey Ledge Advisors by the granting entity or any regulatory authority.
Picture
Charles Schwab
Aspire InvestLink
Picture
Important Disclosure Information |  Privacy Disclosure  Form ADV | Form CRS
​©2022 Grey Ledge Advisors  All rights reserved. Contact  |  Admin
  • Home
  • Offerings
    • Asset Management
    • Executive Benefits
    • Retirement Solutions
    • Funding Solutions
  • Industries
    • Individual Investors
    • Veterinarians
    • Business Solutions
    • Credit Unions
  • About
    • Our Community Focus
    • Our People
    • Disclosures
  • News & Insights
    • Rebrand
    • Blog
    • Podcast
  • Contact
  • Account Access
  • My Guil