Craig R. Silberg
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.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Craig Robert Silberg's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 1, 2023 - Present
EVERPAR ADVISORS LLC
Office #1: 2431 E. 61st Street Suite 825, Tulsa, OK 74136January 13, 2017 - September 25, 2023
MORGAN STANLEY
January 13, 2017 - September 25, 2023
MORGAN STANLEY
January 2, 2009 - February 1, 2017
UBS FINANCIAL SERVICES INC.
January 2, 2009 - February 1, 2017
UBS FINANCIAL SERVICES INC.
April 2, 2007 - January 6, 2009
MORGAN STANLEY & CO. LLC
April 2, 2007 - January 6, 2009
MORGAN STANLEY & CO. LLC
November 20, 2003 - April 2, 2007
MORGAN STANLEY DW INC.
October 31, 2003 - April 2, 2007
MORGAN STANLEY DW INC.
January 7, 2003 - October 1, 2003
BANC OF AMERICA INVESTMENT SERVICES, INC.
July 19, 2002 - October 1, 2003
BANC OF AMERICA INVESTMENT SERVICES, INC.
August 17, 1998 - March 7, 2000
BOK FINANCIAL SECURITIES, INC.
April 7, 1997 - August 17, 1998
ALLIANCE SECURITIES CORP.
Primary Firm SEC Registration
EVERPAR ADVISORS LLC
CRD#: 326468 / SEC#: 801-128638
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/5/2023)
(9/1/2023)
Exams
Current Firm
EVERPAR ADVISORS LLC
CRD#: 326468 / SEC#: 801-128638
Contact information
SEC notice filing (6 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 816 |
| 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.
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Company Information
EVERPAR ADVISORS LLC
CRD#: 326468Tulsa, OK 74136TRUST BUT VERIFY
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