Scott Michael Silver
Professional Summary
Scott Michael Silver is a registered financial advisor currently at PUENTE SERVICIOS FINANCIEROS LLC located in Davie, Florida and NORTHBOUND SECURITIES LLC located in Weston, Florida. Scott is registered as a RR (Registered Representative) and started their career in finance in 1993. Scott has worked at 14 firms and has passed the Series 63, Series 52TO, Series 57TO, SIE, Series 3, Series 55, Series 7, Series 27, Series 53, Series 24 and Series 4 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
33 years in the financial services industry
Current & Past Employments
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Current Firm
WELLFLEET CAPITAL & INVESTMENT MANAGEMENT COMPANY | WELLFLEET INVESTMENTS LLC | WELLFLEET CAPITAL COMPANY
Contact Information
Main Address
85-87 Covert Avenue 2nd Floor Rear Left, Floral Park, NY 11001Mailing Address
Po Box 222142, Great Neck, NY 11022-2142Phone Number
(516) 487-7450Established
New York since 02/17/1998Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (13 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 52TO — Municipal Securities Representative Examination
Passed Jan 2023About the Series 52TO examSeries 55 — Limited Representative-Equity Trader Exam
Passed Jul 1999SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Scott Michael Silver's CRS (Customer Relationship Summary).
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