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CS

Craig R. Silberg

EVERPAR ADVISORS LLC
Tulsa, OK 74136
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CRD#: 1547367
CS

Professional summary


Craig Robert Silberg, who also goes by Craig Silberg, is a registered financial advisor currently at EVERPAR ADVISORS LLC located in Tulsa, Oklahoma.

Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Craig has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 31, Series 7 and Series 52 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Craig Silberg

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.
1) LICENSED INSURANCE AGENT / NOT INVESTMENT-RELATED / 2431 E. 61ST STREET, SUITE 825 TULSA, OK 74136 / INSURANCE SALES / IMPLEMENTATIONS OF INSURANCE RECOMMENDATIONS.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Craig Robert Silberg'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

September 1, 2023 - Present

EVERPAR ADVISORS LLC

Office #1: 2431 E. 61st Street Suite 825, Tulsa, OK 74136
RIA
CRD#: 326468
Tulsa, OK
Past

January 13, 2017 - September 25, 2023

MORGAN STANLEY

RIA
CRD#: 149777
Tulsa, OK
Past

January 13, 2017 - September 25, 2023

MORGAN STANLEY

BD
CRD#: 149777
PURCHASE, NY
Past

January 2, 2009 - February 1, 2017

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
TULSA, OK
Past

January 2, 2009 - February 1, 2017

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
TULSA, OK
Past

April 2, 2007 - January 6, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
TULSA, OK
Past

April 2, 2007 - January 6, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
TULSA, OK
Past

November 20, 2003 - April 2, 2007

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
TULSA, OK
Past

October 31, 2003 - April 2, 2007

MORGAN STANLEY DW INC.

BD
CRD#: 7556
TULSA, OK
Past

January 7, 2003 - October 1, 2003

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA
CRD#: 16361
TULSA, OK
Past

July 19, 2002 - October 1, 2003

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
BOSTON, MA
Past

August 17, 1998 - March 7, 2000

BOK FINANCIAL SECURITIES, INC.

BD
CRD#: 17530
TULSA, OK
Past

April 7, 1997 - August 17, 1998

ALLIANCE SECURITIES CORP.

BD
CRD#: 42395

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".
EA
EVERPAR ADVISORS LLC
EVERPAR ADVISORS LLC

CRD#: 326468 / SEC#: 801-128638

RIA
Registered Investment Advisory firm - (8/31/2023 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
Oklahoma
(9/5/2023)
IAR
Texas
(9/1/2023)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 12/18/2002
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 8/16/2004
Futures Managed Funds Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


EA
EVERPAR ADVISORS LLC
EVERPAR ADVISORS LLC

CRD#: 326468 / SEC#: 801-128638

RIA
Registered Investment Advisory firm - (8/31/2023 Approved)
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Contact information


Main Address
2431 E. 61st Street Suite 825, Tulsa, OK 74136
Mailing Address
Phone number
(918) 221-9290
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (6 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (10/1/2025)

Regulatory assets under management


Total Number of Accounts816
AUM (Assets Under Management)$ 488,511,578

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


EVERPAR ADVISORS LLC

CRD#: 326468Tulsa, OK 74136

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