Michael J. Silver
BARON SILVER STEVENS FINANCIAL ADVISORS | President
BOCA RATON, FL 33431
Some features on this profile are disabled
CRD#: 2523455
Professional summary
Michael Jason Silver, CFP®, CLU® is a registered financial advisor currently at BARON SILVER STEVENS FINANCIAL ADVISORS, LLC located in Boca Raton, Florida and OSAIC WEALTH, INC. located in Boca Raton, Florida.
Michael is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Michael has worked at 8 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Biography
Michael Silver started his career in 1994 with a major insurance company. In 1997, he left his position with the insurance company in order to pursue his dream of providing comprehensive wealth management to high net worth investors seeking independent, objective and impartial guidance.
In the year 2000, he founded Baron, Silver, Stevens Financial Advisors, LLC and built an organization that provides independent wealth management to individuals using the highest levels of honesty, integrity, courteous service, and overall excellence.
With his team, Michael leads a boutique financial planning firm in providing comprehensive wealth management to high net worth individuals seeking independent, objective and impartial guidance.
He consults with clients to help architect and implement their financial plans and investment portfolios. Michael is passionate about educating and guiding his clients through all of the complexities of personal finance including investments, taxes, cash flow generation, insurance and estate planning to create a truly comprehensive and well thought-out financial plan.
He currently holds a number of industry certifications including: CFP® (Certified Financial Planner) from the Certified Financial Planner Board of Standards, Inc. (CFP® Board), AEP® (Accredited Estate Planner) awarded by the National Association of Estate Planners and Councils, and CLU (Chartered Life Underwriter) from the American College.
Michael is a sought after speaker that has presented on a variety of topics including: portfolio management, financial planning, charitable planning, tax planning, and estate planning. He has taught CPA® continuing education courses and is currently an adjunct professor at Florida Atlantic University. In addition, Michael has also been an instructor for the Certificate in Financial Planning - CFP® Board Registered Program at Florida Atlantic University.
Michael resides in Boca Raton, Florida with his wife Robyn and his two daughters, Madison and Savanah.
Question & Answer
What are your service offerings?
Insurance
Trust & estate planning
Philanthropic services
Financial planning
Retirement planning
What is your current number of clients?
Greater than 100
What is your minimum asset requirement?
1M
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.
1) GIZMO HOLDINGS LLC - A HOLDING COMPANY 4800 N. FEDERAL HWY, SUITE 210-A BOCA RATON, FL 33431 PARTNER, FORMED 10/05 0 HOURS 2) FLORIDA ATLANTIC UNIVERSITY, NO, 777 GLADES RD BOCA RATON, FL, TEACHER, 2007, 9HRS/MO, 9HRS DURING TRADING HRS, TEACH RETIREMENT & ESTATE PLANNING COURSE 3) CREEK RIDGE LLC - 50% MEMBER, SILPANN LLC - 50 % MEMBER - THESE ARE ALL COMPANIES THAT OWN REAL ESTATE. THEY ARE NOT BUSINESS RELATED. 4) BARON SILVER STEVENS FINANCIAL ADVISORS POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/30/2003 ADDRESS: 4800 N Federal Highway, Suite 210A, Boca Raton FL 33431, United States DESCRIPTION: Life Insurance and Annuities Financial Advisor - Life insurance and annuity sales 5) SilPann LLC POSITION: Partner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2006 ADDRESS: 4800 N Federal Highway, Suite 210A, Boca Raton FL 33431, United States DESCRIPTION: Owns and rents commercial and residential properties in Florida 6) BARON, SILVER, STEVENS FINANCIAL ADVISORS, LLC POSITION: Planner NATURE: Limited Liability Company - INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 05/30/2003 ADDRESS: 4800 North Federal Highway, Suite 210A, Boca Raton FL 33431, United States DESCRIPTION: Independent RIA Registered Investment Advisor - Financial Advisor
CRS (Client Relationship Summary) - RIA
Click below to view Michael Jason 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®
CFP®
Start date: 2002
Experience
Current
May 30, 2003 - Present
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
Office #1: 4800 N. Federal Highway Suite 210-a, Boca Raton, FL 33431RIA
CRD#: 126767
BOCA RATON, FL
Current
March 3, 2003 - Present
OSAIC WEALTH, INC.
Office #1: 4800 North Federal Hwy. Suite 210a, Boca Raton, FL 33431RIA
BD
CRD#: 23131
Boca Raton, FL
Past
August 1, 2023 - July 16, 2025
OSAIC WEALTH, INC.
RIA
CRD#: 23131
BOCA RATON, FL
Past
March 18, 2003 - January 3, 2005
ARTZI CAPITAL MANAGEMENT
RIA
CRD#: 118998
FT. LAUDERDALE, FL
Past
June 16, 1999 - March 4, 2003
OSAIC FA, INC.
RIA
CRD#: 3978
DEERFIELD, FL
Past
June 16, 1999 - March 4, 2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
FORT WAYNE, IN
Past
June 16, 1999 - March 4, 2003
OSAIC FA, INC.
BD
CRD#: 3978
FORT WAYNE, IN
Past
February 5, 1998 - June 21, 1999
VERAVEST INVESTMENTS, INC.
BD
CRD#: 3960
WORCESTER, MA
Past
October 14, 1994 - February 2, 1998
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
Past
August 11, 1994 - August 30, 1994
CAMDEN SECURITIES, INC.
BD
CRD#: 18305
LOS ANGELES, CA
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".
BS
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
CRD#: 126767 / SEC#: 801-69482
RIA
Registered Investment Advisory firm - (8/5/2008 Approved)Florida
Registered Investment Advisory firm - (8/7/2008 Terminated)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
Alabama(12/16/2020)
RR
Arizona(3/3/2010)
RR
California(3/2/2011)
RR
Colorado(6/9/2014)
RR
Connecticut(3/3/2010)
RR
District of Columbia(12/13/2016)
RR
Florida(3/3/2003)
IAR
Florida(5/30/2003)
RR
Georgia(3/2/2011)
RR
Hawaii(8/21/2014)
RR
Illinois(3/3/2010)
RR
Indiana(9/21/2022)
RR
Kentucky(6/3/2020)
RR
Louisiana(11/5/2010)
RR
Maine(5/28/2014)
RR
Maryland(3/3/2010)
RR
Massachusetts(9/16/2011)
RR
Michigan(9/7/2012)
RR
Minnesota(10/4/2021)
RR
Mississippi(3/14/2013)
RR
Nevada(4/5/2012)
RR
New Jersey(3/3/2010)
RR
New Mexico(5/5/2016)
RR
New York(3/3/2010)
RR
North Carolina(3/11/2010)
RR
Ohio(3/3/2010)
RR
Oregon(11/29/2013)
RR
Pennsylvania(11/9/2010)
RR
Rhode Island(6/8/2020)
RR
South Carolina(3/3/2010)
RR
Tennessee(6/18/2015)
RR
Texas(6/18/2015)
IAR
Texas(7/17/2018)
RR
Utah(4/5/2012)
RR
Virginia(4/5/2012)
RR
Washington(3/23/2011)
RR
Wisconsin(4/7/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
BS
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
CRD#: 126767 / SEC#: 801-69482
RIA
Registered Investment Advisory firm - (8/5/2008 Approved)Florida
Registered Investment Advisory firm - (8/7/2008 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
4800 N. Federal Highway Suite 210-a, Boca Raton, FL 33431
Mailing Address
Phone number
(561) 447-1997
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (14 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,680 |
| AUM (Assets Under Management) | $ 1,011,802,288 |
Red Flags
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Company Information
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
PresidentCRD#: 126767Boca Raton, FL 33431TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
