Steve R. Silver

STRATEGIC ADVISERS LLC

BROOKSVILLE, FL

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CRD#: 2268927

Professional summary

Steve Robert Silver, who also goes by Steve Robert Silver, Steven Robert Silver, Steve Silver, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Brooksville, Florida and FIDELITY BROKERAGE SERVICES LLC located in Smithfield, Rhode Island.

Steve is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Steve has worked at 12 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10, Series 9 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Steve Robert Silver | Steven Robert Silver | 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steve Robert 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

March 31, 2025 - Present

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

BROOKSVILLE, FL

Current

August 9, 2021 - Present

FIDELITY BROKERAGE SERVICES LLC

Office #1: 900 Salem Street, Smithfield, RI 02917

CRD#: 7784

Smithfield, RI

Past

September 10, 2021 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

COVINGTON, KY

Past

May 10, 2021 - June 17, 2021

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

JACKSONVILLE, FL

Past

May 7, 2021 - June 17, 2021

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

JACKSONVILLE, FL

Past

June 26, 2019 - May 10, 2021

MORGAN STANLEY

RIA

CRD#: 149777

TAMPA, FL

Past

June 26, 2019 - May 10, 2021

MORGAN STANLEY

CRD#: 149777

TAMPA, FL

Past

October 4, 2011 - June 12, 2019

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Fort Worth, TX

Past

October 4, 2011 - June 12, 2019

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Fort Worth, TX

Past

April 4, 2011 - September 20, 2011

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

PONTE VEDRA BEACH, FL

Past

March 11, 2011 - September 20, 2011

TD AMERITRADE, INC.

RIA

CRD#: 7870

PONTE VEDRA BEACH, FL

Past

March 10, 2011 - September 20, 2011

TD AMERITRADE, INC.

CRD#: 7870

PONTE VEDRA BEACH, FL

Past

September 10, 2009 - February 28, 2011

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

JACKSONVILLE, FL

Past

September 9, 2009 - March 2, 2011

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

JACKSONVILLE, FL

Past

October 15, 2008 - September 8, 2009

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

JACKSONVILLE, FL

Past

January 9, 2007 - September 8, 2009

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

JACKSONVILLE, FL

Past

November 25, 2005 - December 5, 2006

CHARLES SCHWAB & CO., INC.

CRD#: 5393

ORLANDO, FL

Past

October 16, 1995 - July 27, 2004

CHARLES SCHWAB & CO., INC.

CRD#: 5393

WESTLAKE, TX

Past

September 21, 1994 - August 4, 1995

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

July 31, 1993 - June 10, 1994

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

January 21, 1993 - July 31, 1993

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

October 23, 1992 - November 13, 1992

CHATFIELD DEAN & CO., INC.

CRD#: 14714

GREENWOOD VILLAGE, CO

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".

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 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.

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

Florida
(8/26/2021)

IAR

Florida
(3/31/2025)

Massachusetts
(8/10/2021)

Texas
(8/9/2021)

Utah
(8/9/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/20/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/25/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/18/1992

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 1/2/2023

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 1/2/2023

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 8

Date: 9/4/1996

General Securities Sales Supervisor Examination (Options Module & General Module)

SRO Registrations

FINRA

SRO Registrations

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

CRD#: 104555 / SEC#: 801-13243

RIA

Registered Investment Advisory firm - (8/11/1977 Approved)

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Contact information

Main Address

155 Seaport Blvd, Boston, MA 02210-2698

Mailing Address

Phone number

(617) 563-7000

Established

Firm type

Fiscal year end

# of Employees

16,291

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)

FIDELITY STRATEGIC DISCIPLINES (11/10/2025)

FIDELITY WEALTH SERVICES (9/10/2025)

STRATEGIC ADVISERS LLC (9/10/2025)

FIDELITY MANAGED FIDFOLIOS (3/31/2025)

FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)

FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts	2,486,631
AUM (Assets Under Management)	$ 1,067,664,605,590

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/24/2025	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Steve R. Silver

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steve Robert Silver's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIDELITY BROKERAGE SERVICES LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MORGAN STANLEY

MORGAN STANLEY

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

TD AMERITRADE, INC.

FIDELITY BROKERAGE SERVICES LLC

STRATEGIC ADVISERS LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

MORGAN STANLEY DW INC.

CITIGROUP GLOBAL MARKETS INC.

LEHMAN BROTHERS INC.

CHATFIELD DEAN & CO., INC.

Primary Firm SEC Registration

STRATEGIC ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/20/2008

Series 63

Date: 1/25/1993

SIE

Date: 10/1/2018

Series 7

Date: 9/18/1992

Series 10

Date: 1/2/2023

Series 9

Date: 1/2/2023

Series 8

Date: 9/4/1996

FINRA

New York Stock Exchange

Current Firm

STRATEGIC ADVISERS LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRATEGIC ADVISERS LLC

TRUST BUT VERIFY

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