AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
MS

Moses M. Silver

KENSINGTON WEALTH MANAGEMENT
Brooklyn, NY 11219
Some features on this profile are disabled
CRD#: 2276798
MS

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 7, Series 27, Series 24 and Series 53 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


None

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.
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.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Moses M 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®
None

Experience


Current

May 5, 2025 - Present

KENSINGTON WEALTH MANAGEMENT, LLC

Office #1: 4910 13th Avenue, Brooklyn, NY 11219
RIA
CRD#: 334191
Brooklyn, NY
Current

July 8, 1994 - Present

KENSINGTON CAPITAL CORP.

Office #1: 4910 13th Avenue, Brooklyn, NY 11219Office #2: 4910 13th Ave., Brooklyn, NY 11219-3100
BD
CRD#: 1742
Brooklyn, NY
Past

August 16, 1993 - July 21, 1994

ICAPITAL MARKETS LLC

BD
CRD#: 5209
OMAHA, NE
Past

October 14, 1992 - September 7, 1993

KENSINGTON CAPITAL CORP.

BD
CRD#: 1742
BROOKLYN, NY

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

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)

Exams


State Security Law Exam
IAR
Series 65
Date: 2/13/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 52TO
Date: 9/25/2025
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative Examination
General Industry/Product Exam
RR
Series 57TO
Date: 1/2/2023
Securities Trader Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 5/30/2002
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


KW
KENSINGTON WEALTH MANAGEMENT, LLC
KENSINGTON WEALTH MANAGEMENT, LLC

CRD#: 334191 / SEC#:

New York
Registered Investment Advisory firm - (5/5/2025 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
4910 13th Avenue, Brooklyn, NY 11219-3100
Mailing Address
Phone number
(718) 436-2111
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV
0

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


KENSINGTON WEALTH MANAGEMENT, LLC

CRD#: 334191Brooklyn, NY 11219

TRUST BUT VERIFY

Monitor Moses Silver

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Peter Faulkner Kettle
Peter KettleAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Brooklyn, NY
Diane E Finnerty
Diane FinnertyAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
New York, NY
Matthew James Borja Wang
Matthew James WangAdvisorCheck Check Mark
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IAR
RR
New York, NY
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics