Jose H. Silva

SILVA FIDUCIARY ADVISORS

Daytona Beach, FL 32114

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CRD#: 5281033

Professional summary

Jose H. Silva, who also goes by Jose H Silva, Jose Silva, is a registered financial advisor currently at SILVA FIDUCIARY ADVISORS located in Daytona Beach, Florida.

Jose is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Jose has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jose H Silva | Jose Silva

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) EMBRY-RIDDLE AERONAUTICAL UNIVERSITY ADDRESS: 600 SOUTH CLYDE MORRIS BLVD.,DAYTONA BEACH, FL NATURE OF THE BUSINESS: PROFESSOR/TEACHER POSITION/TITLE: PROFESSOR/TEACHER INVESTMENT RELATED:NO START DATE: 08/24/2015 HOURS PER MONTH DEVOTED TO THIS BUSINESS: 20 HOURS PER MONTH DEVOTED TO THIS BUSINESS DURING TRADING HOURS: 20 DESCRIPTION OF DUTIES: TEACH INVESTING AND FINANCE ON A PART-TIME BASIS AS AN ADJUNCT PROFESSOR. 2) Insurance license/investment-related/Daytona Beach, FL/insurance sales/November 2009/Less than 10 hours per month and during trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jose H. Silva'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

December 5, 2016 - Present

SILVA FIDUCIARY ADVISORS

Office #1: 601 Innovation Way, Daytona Beach, FL 32114

RIA

CRD#: 285319

Daytona Beach, FL

Past

June 3, 2014 - August 17, 2016

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

DAYTONA BEACH, FL

Past

April 24, 2014 - August 17, 2016

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

DAYTONA BEACH, FL

Past

April 22, 2009 - March 24, 2014

EDWARD JONES

RIA

CRD#: 250

ORMOND BEACH, FL

Past

April 13, 2009 - March 24, 2014

EDWARD JONES

CRD#: 250

ORMOND BEACH, FL

Past

January 9, 2008 - February 13, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

DAYTONA BEACH, FL

Past

July 20, 2007 - February 13, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

DAYTONA BEACH, FL

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
(12/5/2016)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/4/2008

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 8/17/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/18/2007

General Securities Representative Examination

Current Firm

SILVA FIDUCIARY ADVISORS

SILVA FIDUCIARY ADVISORS | SILVA FIDUCIARY ADVISORS, INC.

CRD#: 285319 / SEC#:

Florida

Registered Investment Advisory firm - (12/5/2016 Approved)

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Contact information

Main Address

601 Innovation Way, Daytona Beach, FL 32114

Mailing Address

Phone number

(386) 212-9796

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	130
AUM (Assets Under Management)	$ 16,749,000

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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Jose H. Silva

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jose H. Silva's CRS (Customer Relationship Summary).

Certified licenses

Experience

SILVA FIDUCIARY ADVISORS

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

EDWARD JONES

EDWARD JONES

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 1/4/2008

SIE

Date: 8/17/2016

Series 7

Date: 7/18/2007

Current Firm

SILVA FIDUCIARY ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SILVA FIDUCIARY ADVISORS

TRUST BUT VERIFY

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