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Steven J. Silver
CLEAR CREEK FINANCIAL MANAGEMENT
Lake Oswego, OR 97035
Some features on this profile are disabled
CRD#: 1549399
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Professional summary
Steven Jay Silver, CFP®, who also goes by Steve Silver, is a registered financial advisor currently at CLEAR CREEK FINANCIAL MANAGEMENT, LLC located in Lake Oswego, Oregon.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Steven has worked at 18 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Steve Silver
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.
STEVE SILVER, INVESTMENT RELATED, 5335 SW MEADOWS ROAD, SUITE #240, LAKE OSWEGO, OR 97035, RECOMMENDATION AND SALE OF FIXED INSURANCE PRODUCTS, AGENT, SINCE 1/1/2015, DEVOTED TIME IS 2 HOURS A MONTH, PERIODIC UPDATE ON CERTAIN PRODUCTS THAT FIT UNDER THIS CATEGORY FOR PURPOSES OF EXPLANANTION TO CLIENTS AS NEEDED. STEVE SILVER, NON-INVESTMENT RELATED, TIGARD, OR 97223, ADVISOR, SINCE 4/1/2011, DEVOTED TIME IS 15 HRS A MONTH, FIXED INSURANCE AND LTC PRODUCTS.
REPRESENTATIVE, LIFETIME WEALTH STRATEGIES, 9194 SW HILL STREET, TIGARD, OR 97223. NON INVESTMENT RELATED AND I SPEND APPROX. 60 HOURS PER MONTH ON THIS ACTIVITY. INSURANCE SALES FIXED PRODUCTS.
TREASURER, WESTSIDE TRANSPORTATION ALLIANCE, 12725 SW MILLIKAN WAY, #300, BEAVERTON, OR 97005. NON INVESTMENT RELATED SINCE 09/2011 AND I SPEND APPROX. 3 HOURS PER MONTH ON THIS ACTIVITY.
VOLUNTEER MEDIATOR, SMALL CLAIMS MEDIATOR. NON INVESTMENT RELATED SINCE 01/2011 AND I SPEND APPROX. 3 HOURS PER MONTH ON THIS ACTIVITY. I HELP FACILITATE A CONVERSATION BETWEEN BOTH SIDES TO TRY TO HELP THEM AGREE TO A SOLUTION IN CLAIM.
CRS (Client Relationship Summary) - RIA
Click below to view Steven Jay Silver's 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®
CFP®
Start date: 2000
Experience
Current
April 1, 2020 - Present
CLEAR CREEK FINANCIAL MANAGEMENT, LLC
Office #1: 5200 Sw Meadows Road, Suite 150, Lake Oswego, OR 97035RIA
CRD#: 170602
Lake Oswego, OR
Past
January 7, 2015 - April 6, 2020
WILLAMETTE FINANCIAL ADVISORS, LLC
RIA
CRD#: 173482
LAKE OSWEGO, OR
Past
January 2, 2015 - December 31, 2017
CENTAURUS FINANCIAL, INC.
RIA
CRD#: 30833
LAKE OSWEGO, OR
Past
January 2, 2015 - December 31, 2017
CENTAURUS FINANCIAL, INC.
BD
CRD#: 30833
LAKE OSWEGO, OR
Past
April 23, 2013 - December 31, 2014
OSAIC SERVICES, INC.
RIA
CRD#: 133763
LAKE OSWEGO, OR
Past
April 10, 2013 - December 31, 2014
OSAIC SERVICES, INC.
BD
CRD#: 133763
LAKE OSWEGO, OR
Past
February 6, 2012 - April 11, 2013
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
PORTLAND, OR
Past
September 20, 2011 - April 11, 2013
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
PORTLAND, OR
Past
January 29, 2010 - October 3, 2011
WADDELL & REED
RIA
CRD#: 866
PORTLAND, OR
Past
January 29, 2010 - October 3, 2011
WADDELL & REED
BD
CRD#: 866
PORTLAND, OR
Past
January 21, 2009 - February 8, 2010
ADVANTAGE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 146236
CORDOVA, TN
Past
April 21, 2004 - January 28, 2010
NATIONAL PLANNING CORPORATION
RIA
CRD#: 29604
CORDOVA, TN
Past
February 6, 2004 - December 31, 2008
WEALTH STRATEGIES ADVISORY GROUP, INC.
RIA
CRD#: 119334
MEMPHIS, TN
Past
July 7, 2003 - January 28, 2010
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
CORDOVA, TN
Past
February 15, 2002 - July 8, 2003
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
EL SEGUNDO, CA
Past
September 17, 2001 - February 15, 2002
SECURITIES SERVICE NETWORK, LLC
BD
CRD#: 13318
KNOXVILLE, TN
Past
December 9, 1994 - September 14, 2001
FSC SECURITIES CORPORATION
BD
CRD#: 7461
ATLANTA, GA
Past
February 1, 1994 - December 15, 1994
JMC INVESTMENT SERVICES, INC.
BD
CRD#: 14376
BOSTON, MA
Past
October 27, 1992 - February 9, 1994
FIRST HORIZON ADVISORS, INC.
BD
CRD#: 17117
MEMPHIS, TN
Past
May 28, 1992 - October 23, 1992
INVEST FINANCIAL CORPORATION
BD
CRD#: 12984
APPLETON, WI
Past
March 13, 1991 - June 1, 1992
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
DES MOINES, IA
Past
November 20, 1986 - January 7, 1991
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
NEW YORK, NY
Past
September 23, 1986 - January 7, 1991
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BD
CRD#: 4039
NEW YORK, NY
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".
CC
CLEAR CREEK FINANCIAL MANAGEMENT, LLC
AMICK FINANCIAL | WILEY INVEST | WHITE CLOUD WEALTH MANAGEMENT | WATERFRONT FINANCIAL ADVISORS | TREASURE VALLEY FINANCIAL PLANNING | TRAVERSE PLANNING | TRANSITION PLANNING | STRIVE WEALTH AND PROTECTION PLANNING | STRATEGIC FINANCIAL GROUP | SNELSON FINANCIAL GROUP | RENAISSANCE FINANCIAL MANAGEMENT | MAGELLAN WEALTH MANAGEMENT | JACK THOMAS FINANCIAL | IRONSTONE FINANCIAL | INVESTMENT CAPITAL 360 | HELIOS QUANTITATIVE RESEARCH | HARRIS FINANCIAL ADVISORS | GUIDE MORRISON - INTEGRATED WEALTH ADVISORS | GREEN JAY FINANCIAL ADVISORS | EVERGREEN WEALTH MANAGEMENT | COPPER FINANCIAL GROUP | CLEAR CREEK FINANCIAL MANAGEMENT, LLC | BULWARK CAPITAL MANAGEMENT | ASCENT WEALTH STRATEGIES | ARGENT WEALTH MANAGEMENT
CRD#: 170602 / SEC#: 801-111778
RIA
Registered Investment Advisory firm - (9/29/2017 Approved)California
Registered Investment Advisory firm - (12/13/2017 Terminated)Idaho
Registered Investment Advisory firm - (11/13/2017 Terminated)Texas
Registered Investment Advisory firm - (11/13/2017 Terminated)Washington
Registered Investment Advisory firm - (11/22/2017 Terminated)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
Oregon(4/1/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CC
CLEAR CREEK FINANCIAL MANAGEMENT, LLC
AMICK FINANCIAL | WILEY INVEST | WHITE CLOUD WEALTH MANAGEMENT | WATERFRONT FINANCIAL ADVISORS | TREASURE VALLEY FINANCIAL PLANNING | TRAVERSE PLANNING | TRANSITION PLANNING | STRIVE WEALTH AND PROTECTION PLANNING | STRATEGIC FINANCIAL GROUP | SNELSON FINANCIAL GROUP | RENAISSANCE FINANCIAL MANAGEMENT | MAGELLAN WEALTH MANAGEMENT | JACK THOMAS FINANCIAL | IRONSTONE FINANCIAL | INVESTMENT CAPITAL 360 | HELIOS QUANTITATIVE RESEARCH | HARRIS FINANCIAL ADVISORS | GUIDE MORRISON - INTEGRATED WEALTH ADVISORS | GREEN JAY FINANCIAL ADVISORS | EVERGREEN WEALTH MANAGEMENT | COPPER FINANCIAL GROUP | CLEAR CREEK FINANCIAL MANAGEMENT, LLC | BULWARK CAPITAL MANAGEMENT | ASCENT WEALTH STRATEGIES | ARGENT WEALTH MANAGEMENT
CRD#: 170602 / SEC#: 801-111778
RIA
Registered Investment Advisory firm - (9/29/2017 Approved)California
Registered Investment Advisory firm - (12/13/2017 Terminated)Idaho
Registered Investment Advisory firm - (11/13/2017 Terminated)Texas
Registered Investment Advisory firm - (11/13/2017 Terminated)Washington
Registered Investment Advisory firm - (11/22/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9361 Bayshore Drive Nw, Silverdale, WA 98383
Mailing Address
Phone number
(360) 308-8239
Established
Firm type
Fiscal year end
# of Employees
46
SEC notice filing (31 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 8,596 |
| AUM (Assets Under Management) | $ 1,474,429,922 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
