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Moses M Silver

KENSINGTON WEALTH MANAGEMENT
Brooklyn, NY
·CRD# 2276798·34 years experience

Professional Summary

Moses M Silver is a registered financial advisor currently at KENSINGTON WEALTH MANAGEMENT, LLC located in Brooklyn, New York and KENSINGTON CAPITAL CORP. located in Brooklyn, New York. Moses is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Moses has worked at 3 firms and has passed the Series 65, Series 63, Series 52TO, Series 99TO, Series 79TO, Series 57TO, SIE, Series 55, Series...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

34 years in the financial services industry

Current & Past Employments

KENSINGTON WEALTH MANAGEMENT, LLC·CRD# 334191
RIA
4910 13th Avenue, Brooklyn, NY 11219
May 5, 2025 - Present
KENSINGTON CAPITAL CORP.·CRD# 1742
BD
1. 4910 13th Avenue, Brooklyn, NY 112192. 4910 13th Ave., Brooklyn, NY 11219-3100
July 8, 1994 - Present
ICAPITAL MARKETS LLC·CRD# 5209
BD
Omaha, NE
August 16, 1993 - July 21, 1994
KENSINGTON CAPITAL CORP.·CRD# 1742
BD
Brooklyn, NY
October 14, 1992 - September 7, 1993

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Current Firm

KW
KENSINGTON WEALTH MANAGEMENT, LLC

KENSINGTON WEALTH MANAGEMENT, LLC

CRD#: 334191
New York
Registered Investment Advisory firm - New York (5/5/2025 Approved)

Contact Information

Main Address

4910 13th Avenue, Brooklyn, NY 11219-3100

Phone Number

(718) 436-2111

# of Employees

4

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

7

AUM (Assets Under Management)

$4,483,724

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

BEAUMONT MANAGEMENT GROUP LLC, HOMESTREET MANAGEMENT GROUP LLC TINTON MANAGEMENT LLC LOCATED AT 4910 13TH AVE BROOKLYN NY 11219. THIS IS A REAL ESTATE PROPERTY THAT IS AN INVESTMENT PARTNER IN AND SPENDS 10-12 HOURS A WEEK WORKING ON IT. BEIS MENACHEM ACTS AS A BOARD MEMBER FOR THIS ORGANIZATION HE DOES ATTEND MEETINGS AFTER WORK HOURS, APPROXIMATELY 2 HOURS MONTHLY.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
California
(11/8/2006)
RR
District of Columbia
(11/11/2008)
RR
Florida
(1/7/2011)
RR
New Jersey
(11/8/2006)
RR
New York
(7/8/1994)
IAR
New York
(5/5/2025)
RR
Washington
(8/3/2011)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Feb 2025About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 1992About the Series 63 exam

Series 52TO — Municipal Securities Representative Examination

Passed Sep 2025About the Series 52TO exam

Series 99TO — Operations Professional Examination

Passed Jan 2023About the Series 99TO exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Jan 2023About the Series 79TO exam

Series 57TO — Securities Trader Exam

Passed Jan 2023About the Series 57TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 55 — Limited Representative-Equity Trader Exam

Passed May 2002

Series 7 — General Securities Representative Examination

Passed Oct 1992About the Series 7 exam

Series 27 — Financial and Operations Principal Examination

Passed Jun 2017About the Series 27 exam

Series 24 — General Securities Principal Examination

Passed Nov 2009About the Series 24 exam

Series 53 — Municipal Securities Principal Examination

Passed Jun 2009About the Series 53 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Moses M Silver's CRS (Customer Relationship Summary).

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