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AS

Andrew Silverman

SILVERMAN, ANDREW
FRAMINGHAM, MA
·CRD# 4892532·25 years experience

Professional Summary

Andrew Silverman is a registered financial advisor currently at SILVERMAN, ANDREW located in Framingham, Massachusetts. Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Andrew has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

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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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

25 years in the financial services industry

Current & Past Employments

SILVERMAN, ANDREW·CRD# 131691
RIA
860 Worcester Road, Framingham, MA 01702
January 12, 2005 - Present

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Current Firm

SA
SILVERMAN, ANDREW

SILVERMAN, ANDREW

CRD#: 131691
Florida
Registered Investment Advisory firm - Florida (9/6/2024 Approved)
Massachusetts
Registered Investment Advisory firm - Massachusetts (1/12/2005 Approved)

Contact Information

Main Address

Framingham, MA

Mailing Address

Po Box 2990, Framingham, MA 01703

Phone Number

(508) 951-7629

# of Employees

1

Documents

Latest Form ADV

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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.

1. TRUSTEE ELLISON FOUNDATION, PRIVATE FAMILY FOUNDATION. 2. 50% OWNER OF 860 WORCESTER ROAD REALTY CORPORATION, A REAL ESTATE HOLDING COMPANY WHICH OWNS BUILDING WHERE MY PRACTICE IS LOCATED. 3. TRUSTEE OF SEVERAL IRREVOCABLE LIFE INSURANCE TRUSTS FOR VARIOUS CPA PRACTICE CLIENTS.

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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.
IAR
Massachusetts
(1/12/2005)

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.

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 Jul 2001About the Series 65 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Andrew Silverman's CRS (Customer Relationship Summary).

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