Vincent J. Silvestri

SILVESTRI FINANCIAL AND TAX ADVISORS,

Forest Hill, MD

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CRD#: 6261855

Professional summary

Vincent J Silvestri is a registered financial advisor currently at SILVESTRI FINANCIAL AND TAX ADVISORS, INC located in Forest Hill, Maryland.

Vincent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Vincent has worked at 4 firms and has passed the Series 66 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.

1) SILVESTRI FINANCIAL & TAX ADVISORS, INC. PRESIDENT - DBA FOR ADVISORY SERVICES, INSURANCE BUSINESS AND TAX AND ACCOUNTING SERVICE- HANDLES PREPARATION OF INDIVIDUAL FEDERAL AND STATE TAX RETURNS, FROM FEB TIL APRIL ANNUALLY APPROX 50 HRS PER WEEK. SINCE 03/2015 - INVESTMENT RELATED

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vincent J Silvestri'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

May 8, 2020 - Present

SILVESTRI FINANCIAL AND TAX ADVISORS, INC

RIA

CRD#: 306571

Forest Hill, MD

Past

January 3, 2017 - November 23, 2020

CHESAPEAKE CAPITAL MANAGEMENT, LLC

RIA

CRD#: 270014

Forest Hill, MD

Past

January 25, 2014 - December 31, 2016

SAGEGUARD FINANCIAL GROUP, LLC

RIA

CRD#: 160266

GOODLETTSVILLE, TN

Past

November 5, 2013 - January 23, 2014

CENTER STREET SECURITIES, INC.

CRD#: 26898

FOREST HILL, MD

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

Maryland
(5/8/2020)

IAR

Pennsylvania
(11/8/2021)

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: 1/3/2014

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 11/5/2013

General Securities Representative Examination

Current Firm

SILVESTRI FINANCIAL AND TAX ADVISORS, INC

CRD#: 306571 / SEC#:

Maryland

Registered Investment Advisory firm - (5/5/2020 Approved)

Pennsylvania

Registered Investment Advisory firm - (11/8/2021 Approved)

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Contact information

Main Address

Forest Hill, MD

Mailing Address

Phone number

(410) 627-1456

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	210
AUM (Assets Under Management)	$ 35,495,264

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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Vincent J. Silvestri

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Vincent J Silvestri's CRS (Customer Relationship Summary).

Certified licenses

Experience

SILVESTRI FINANCIAL AND TAX ADVISORS, INC

CHESAPEAKE CAPITAL MANAGEMENT, LLC

SAGEGUARD FINANCIAL GROUP, LLC

CENTER STREET SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/3/2014

Series 7

Date: 11/5/2013

Current Firm

SILVESTRI FINANCIAL AND TAX ADVISORS, INC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SILVESTRI FINANCIAL AND TAX ADVISORS, INC

TRUST BUT VERIFY

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