Jeffrey A. Silverman
Professional summary
Jeffrey Adam Silverman, who also goes by Jeff Silverman, is a registered financial advisor currently at NORTHSTAR ADVISORY GROUP, LLC located in Mount Pleasant, South Carolina.
Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Jeffrey has worked at 3 firms and has passed the Series 65, Series 63, Series 55 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey Adam Silverman's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 2, 2024 - Present
NORTHSTAR ADVISORY GROUP, LLC
April 1, 2002 - May 29, 2002
THE THORNWATER COMPANY, L.P.
May 22, 2001 - April 18, 2002
WORLDCO, L.L.C.
Primary Firm SEC Registration
NORTHSTAR ADVISORY GROUP, LLC
CRD#: 306850 / SEC#: 801-118179
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/2/2024)
Exams
Series 55
Date: 7/14/2001
Limited Representative-Equity Trader ExamCurrent Firm
NORTHSTAR ADVISORY GROUP, LLC
CRD#: 306850 / SEC#: 801-118179
Contact information
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 866 |
| AUM (Assets Under Management) | $ 377,038,369 |
Red Flags
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