Filipp V. Kourenkov

BARON SILVER STEVENS FINANCIAL ADVISORS

Boca Raton, FL 33431

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CRD#: 5095735

Professional summary

Filipp V Kourenkov 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.

Filipp is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Filipp has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

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.

BARON SILVER STEVENS FINANCIAL ADVISORS LLC POSITION: Portfolio Strategist NATURE: Limited Liability Company - INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 11/19/2007 ADDRESS: 4800 N. Federal Hwy, Suite 210A Boca Raton, FL 33431, Boca Raton FL 33431, United States; DESCRIPTION: Assist Rep with economic and portfolio analysis and prepare reviews and trade.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Filipp V Kourenkov's CRS (Customer Relationship Summary).

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

October 12, 2016 - Present

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

Office #1: 4800 N. Federal Highway Suite 210-a, Boca Raton, FL 33431

RIA

CRD#: 126767

Boca Raton, FL

Current

April 25, 2008 - Present

OSAIC WEALTH, INC.

Office #1: 4800 North Federal Hwy. Suite 210a, Boca Raton, FL 33431

RIA

CRD#: 23131

Boca Raton, FL

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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

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

Florida
(4/25/2008)

IAR

Florida
(10/12/2016)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/16/2016

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/24/2008

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

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)

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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

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC ADV BROCHURE (3/4/2025)

Regulatory assets under management

Total Number of Accounts	1,680
AUM (Assets Under Management)	$ 1,011,802,288

Red Flags

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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Filipp V. Kourenkov

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Filipp V Kourenkov's CRS (Customer Relationship Summary).

Certified licenses

Experience

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

OSAIC WEALTH, INC.

Primary Firm SEC Registration

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/16/2016

SIE

Date: 10/1/2018

Series 7

Date: 4/24/2008

FINRA

Current Firm

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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