Our Practice

Steele Street Capital was formed in 2012 by David Gerasin to provide independent and unbiased wealth management and financial advisory strategies to an intentionally small clientele who have attained financial success or who aspire to attain financial success.

Named after David’s late mother (Michelle Steele), Steele Street’s typical client seeks outcomes in the areas of tax efficient investing, investment management with an eye towards wealth preservation strategies, comprehensive investment planning services and balance sheet efficiencies.

David’s background in small business, commercial real estate investment and development, commercial banking and wealth management helps to make Steele Street Capital well positioned to help small to mid-sized business owners, consultants, professionals, athletes and other high net worth investors to manage their financial challenges with confidence, commitment and direction.  

Wells Fargo Advisors Financial Network and Steele Street Capital are not legal or tax advisors. However, we welcome the opportunity to work with the client, their tax advisor and legal advisor to help you meet your financial goals.
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Steele Street Capital

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (CA, CO, FL, MA, ME, NH, NJ, NY, SC, TX, VT). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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