Andrew Silverman

SILVERMAN, ANDREW

FRAMINGHAM, MA 01702

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CRD#: 4892532

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.

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.

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Silverman'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

January 12, 2005 - Present

SILVERMAN, ANDREW

Office #1: 860 Worcester Road, Framingham, MA 01702

RIA

CRD#: 131691

FRAMINGHAM, MA

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.

Highlighted states indicate IAR registrations

IAR

Florida
(9/6/2024)

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

State Security Law Exam

IAR

Series 65

Date: 7/31/2001

Uniform Investment Adviser Law Examination

Current Firm

SILVERMAN, ANDREW

CRD#: 131691 / SEC#:

Florida

Registered Investment Advisory firm - (9/6/2024 Approved)

Massachusetts

Registered Investment Advisory firm - (1/12/2005 Approved)

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Contact information

Main Address

Framingham, MA

Mailing Address

Po Box 2990, Framingham, MA 01703

Phone number

(508) 951-7629

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Andrew Silverman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

SILVERMAN, ANDREW

State Registrations and Notice Filings

Exams

Series 65

Date: 7/31/2001

Current Firm

SILVERMAN, ANDREW

Contact information

Documents

Red Flags

Company Information

SILVERMAN, ANDREW

TRUST BUT VERIFY

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