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BS

Bruce A. Silver

LADENBURG THALMANN ASSET MANAGEMENT
NEW YORK, NY 10019
Some features on this profile are disabled
CRD#: 1802101
BS

Professional summary


Bruce Adam Silver, who also goes by Adam Silver, is a registered financial advisor currently at LADENBURG THALMANN ASSET MANAGEMENT INC located in New York, New York and LADENBURG THALMANN & CO. INC. located in New York, New York.

Bruce is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Bruce has worked at 18 firms and has passed the Series 65, Series 63, Series 52TO, SIE, Series 7, Series 10 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Adam 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.
B. SILVER ENTERPRISES INC.; 94 OVERLOOK RD. MONTCLAIR NJ 07043; AS OF 2007; BOOK-KEEPER; 4 HOURS PER MONTH NO TIME DURING MARKET HOURS YOGI BERRA MUSEUM & LEARNING CENTER; 8 QUARRY RD, LITTLE FALLS, NJ 07424; BOARD MEMBER-BOARD OF TRUSTEES AS OF 9/16/11; OVERSEE FUNDRAISING EFFORTS FOR THE MUSEUM & LEARNING CENTER & ASSISTING IN DEVELOPING PROGRAMS FOR THE LEARNING CENTER; 0.2 HOURS PER MONTH NO TIME DURING MARKET HOURS COMMUNITY HOPE FOUNDATION; Treasurer of the Board; 4 HOURS PER MONTH NO TIME DURING MARKET HOURS START DATE: 08/21/2015; ADDRESS: 959 ROUTE 46 EAST, STE 402, PARSIPPANY NJ 07054

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Bruce Adam Silver'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

December 18, 2009 - Present

LADENBURG THALMANN ASSET MANAGEMENT INC

Office #1: 640 Fifth Avenue 4th Fl., New York, NY 10019
RIA
CRD#: 108604
NEW YORK, NY
Current

December 18, 2009 - Present

LADENBURG THALMANN & CO. INC.

Office #1: 640 5th Avenue 4th Floor, New York, NY 10019
BD
CRD#: 505
New York, NY
Past

September 1, 2006 - December 23, 2009

DOMINICK & DICKERMAN LLC

RIA
CRD#: 7344
NEW YORK, NY
Past

September 1, 2006 - December 23, 2009

DOMINICK & DICKERMAN LLC

BD
CRD#: 7344
NEW YORK, NY
Past

March 21, 2006 - September 18, 2006

SANDS BROTHERS ASSET MANAGEMENT LLC

RIA
CRD#: 110076
NEW YORK, NY
Past

August 23, 2004 - September 5, 2006

LAIDLAW & COMPANY (UK) LTD.

BD
CRD#: 119037
NEW YORK, NY
Past

November 9, 2001 - August 23, 2004

SANDS BROTHERS & CO., LTD.

BD
CRD#: 26816
NEW YORK, NY
Past

March 26, 2001 - November 26, 2001

BLUESTONE CAPITAL CORP.

BD
CRD#: 13516
NEW YORK, NY
Past

September 10, 1996 - March 29, 2001

TRADE.COM ONLINE SECURITIES, INC.

BD
CRD#: 36189
NEW YORK, NY
Past

March 23, 1995 - September 11, 1996

PRIME CHARTER LTD.

BD
CRD#: 25668
NEW YORK, NY
Past

January 1, 1995 - March 22, 1995

OPPENHEIMER & CO. INC.

BD
CRD#: 249
NEW YORK, NY
Past

June 9, 1993 - January 1, 1995

REICH & CO., INC.

BD
CRD#: 19611
Past

November 18, 1991 - June 11, 1993

CIBC WORLD MARKETS CORP.

BD
CRD#: 630
NEW YORK, NY
Past

July 19, 1991 - November 15, 1991

COMMONWEALTH ASSOCIATES

BD
CRD#: 20833
NEW YORK, NY
Past

August 22, 1990 - June 27, 1991

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY
Past

August 7, 1989 - August 16, 1990

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

January 23, 1989 - July 26, 1989

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
Past

November 5, 1988 - January 2, 1989

LEHMAN BROTHERS INC.

BD
CRD#: 7506
Past

August 3, 1988 - October 26, 1988

J. B. HANAUER & CO.

BD
CRD#: 6958

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".
LT
LADENBURG THALMANN ASSET MANAGEMENT INC
GORDON WEALTH | THE CUNDY GROUP | THE BRESLIN GROUP | LADENBURG THALMANN ASSET MANAGEMENT INC

CRD#: 108604 / SEC#: 801-54909

RIA
Registered Investment Advisory firm - (10/16/1997 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR
Alabama
(11/1/2019)
RR
Alabama
(12/21/2020)
RR
Arizona
(1/4/2010)
RR
Arkansas
(12/21/2020)
RR
California
(1/4/2010)
IAR
California
(4/28/2020)
RR
Colorado
(1/4/2010)
RR
Connecticut
(1/4/2010)
RR
District of Columbia
(3/23/2016)
RR
Florida
(1/4/2010)
IAR
Florida
(4/20/2020)
RR
Georgia
(1/4/2021)
RR
Illinois
(1/4/2010)
RR
Kansas
(1/4/2021)
RR
Kentucky
(1/4/2010)
RR
Louisiana
(5/6/2021)
RR
Maine
(2/4/2025)
RR
Maryland
(1/4/2010)
RR
Massachusetts
(1/4/2010)
IAR
Massachusetts
(6/24/2021)
RR
Michigan
(7/12/2019)
IAR
Michigan
(6/14/2021)
RR
Minnesota
(11/5/2020)
RR
Missouri
(1/4/2010)
RR
Montana
(2/4/2025)
RR
Nevada
(2/4/2025)
RR
New Hampshire
(12/21/2020)
IAR
New Jersey
(12/18/2009)
RR
New Jersey
(1/4/2010)
RR
New York
(12/18/2009)
IAR
New York
(4/1/2021)
RR
North Carolina
(12/21/2020)
RR
Ohio
(1/4/2010)
RR
Oklahoma
(1/4/2010)
RR
Oregon
(1/4/2010)
RR
Pennsylvania
(1/4/2010)
RR
South Carolina
(5/1/2020)
IAR
South Carolina
(6/10/2021)
RR
Tennessee
(4/15/2021)
RR
Texas
(1/4/2010)
RR
Virginia
(1/4/2021)
RR
Washington
(10/12/2017)
RR
Wyoming
(12/21/2020)

Exams


State Security Law Exam
IAR
Series 65
Date: 11/18/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/26/1997
General Securities Principal Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
NYSE Arca, Inc.
SRO Registrations
RR
NYSE Texas, Inc.
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange

Current Firm


LT
LADENBURG THALMANN ASSET MANAGEMENT INC
GORDON WEALTH | THE CUNDY GROUP | THE BRESLIN GROUP | LADENBURG THALMANN ASSET MANAGEMENT INC

CRD#: 108604 / SEC#: 801-54909

RIA
Registered Investment Advisory firm - (10/16/1997 Approved)
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Contact information


Main Address
640 Fifth Avenue 4th Fl., New York, NY 10019
Mailing Address
Phone number
(800) 995-5267
Established
Firm type
Fiscal year end
# of Employees
33

SEC notice filing (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

LADENBURG THALMANN ASSET MANAGEMENT INC - LADENBURG ASSET MANAGEMENT PROGRAM - MANAGED ANNUITIES (9/15/2025)

Regulatory assets under management


Total Number of Accounts3,334
AUM (Assets Under Management)$ 5,611,078,759

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


LADENBURG THALMANN ASSET MANAGEMENT INC

CRD#: 108604New York, NY 10019

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Contact information


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