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Silvia Manent Silvar

Silvia Manent Silvar

MANENT CAPITAL
Boston, MA
Some features on this profile are disabled
CRD#: 6780702
Silvia Manent Silvar

Professional summary

Silvia Manent Silvar, CFP®, who also goes by Silvia Manent, is a registered financial advisor currently at MANENT CAPITAL located in Boston, Massachusetts.

Silvia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Silvia has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

What are your service offerings?
Social Security Planning
Retirement Income Management
Divorce Planning
Insurance Planning
Estate Planning
Elder Care
Retirement Planning
Investment Planning
Small Business Planning
Long-term Care
Comprehensive Financial Planni...
Education Planning
Inheritance
Business Succession Planning
Debt Management
Tax Planning
Employee and Employer Plan Ben...
Budgeting
Life Transitions
Socially Responsible Investing
Health Care
Do you have an area of expertise or specialization?
Alternative or Private Investm...
AUM
Business Owners
Cash Flow/Budgets/Credit Issue...
Charitable Giving
College/Education Planning
Are you a "fiduciary"?
Yes

Aliases

Silvia Manent

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Silvia Manent Silvar'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®
CFP®

Certified Financial Planner

Start date: 2019

Experience

Current

January 30, 2020 - Present

MANENT CAPITAL

RIA
CRD#: 306353
Boston, MA
Past

June 28, 2017 - December 4, 2019

MORGAN STANLEY

RIA
CRD#: 149777
BOSTON, MA
Past

June 6, 2017 - December 4, 2019

MORGAN STANLEY

BD
CRD#: 149777
BOSTON, 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
Massachusetts
(1/30/2020)
IAR
New Hampshire
(6/25/2025)
IAR
Texas
(10/13/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/28/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/6/2017
General Securities Representative Examination

Current Firm

MANENT CAPITAL
MANENT CAPITAL
MANENT CAPITAL | MANENT CAPITAL LLC

CRD#: 306353 / SEC#:

Massachusetts
Registered Investment Advisory firm - (1/30/2020 Approved)
New Hampshire
Registered Investment Advisory firm - (6/25/2025 Approved)
Texas
Registered Investment Advisory firm - (7/24/2025 Approved)
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Contact information

Main Address
Orford, NH
Mailing Address
P.o. Box 38 5th Floor #1518, Orford, NH 03777
Phone number
(781) 389-0479
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts87
AUM (Assets Under Management)$ 70,370,961

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.

Company Information

MANENT CAPITAL

MANENT CAPITAL

CRD#: 306353Boston, MA

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