Donald L. Silberman
Professional summary
Donald Leroy Silberman, who also goes by Don Silberman, is a registered financial advisor currently at IP FINANCIAL ADVISORY SERVICES LLC located in Williston, Florida and INNOVATION PARTNERS LLC located in Charlotte, North Carolina.
Donald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Donald has worked at 11 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Donald Leroy Silberman's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 9, 2020 - Present
IP FINANCIAL ADVISORY SERVICES LLC
March 31, 2015 - Present
INNOVATION PARTNERS LLC
Office #1: 5950 Fairview Road Suite 140, Charlotte, NC 28210April 20, 2015 - October 26, 2021
INNOVATION PARTNERS LLC
February 28, 2013 - April 7, 2015
SUMMIT FINANCIAL GROUP INC
October 17, 2012 - April 7, 2015
SUMMIT BROKERAGE SERVICES, INC.
January 27, 2012 - October 16, 2012
ALLSTATE FINANCIAL ADVISORS, LLC
December 5, 2011 - October 16, 2012
ALLSTATE FINANCIAL SERVICES, LLC
November 17, 2005 - November 30, 2011
CAPITAL FINANCIAL SERVICES, INC.
November 16, 2005 - November 30, 2011
CAPITAL FINANCIAL SERVICES, INC.
December 19, 2003 - November 17, 2005
JESUP & LAMONT ADVISORS
November 18, 2003 - November 17, 2005
EMPIRE FINANCIAL GROUP, INC.
January 14, 2003 - December 2, 2003
FREEDOM FINANCIAL, INC.
December 5, 1988 - January 10, 2003
THRIVENT INVESTMENT MANAGEMENT INC.
Primary Firm SEC Registration
IP FINANCIAL ADVISORY SERVICES LLC
CRD#: 305772 / SEC#: 801-117481
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(2/26/2020)
(3/31/2015)
(2/26/2020)
(1/9/2020)
(12/11/2017)
(1/9/2020)
(5/2/2023)
(5/18/2023)
(1/9/2020)
(10/2/2020)
(7/31/2023)
Exams
FINRA
Current Firm
IP FINANCIAL ADVISORY SERVICES LLC
CRD#: 305772 / SEC#: 801-117481
Contact information
SEC notice filing (48 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 2,887 |
| AUM (Assets Under Management) | $ 456,110,407 |
Red Flags
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