Sofia Marie Silveira
Professional Summary
Sofia Marie Silveira is a registered financial advisor currently at TITAN located in New York, New York and TITAN GLOBAL TECHNOLOGIES LLC located in New York, New York. Sofia is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Sofia has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
5 years in the financial services industry
Current & Past Employments
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Current Firm
TITAN | WHISKER TECHNOLOGIES, INC. | TITAN INVEST | TITAN GLOBAL CAPITAL MANAGEMENT USA LLC
Contact Information
Main Address
508 Laguardia Place, New York, NY 10012Phone Number
(973) 490-4042# of Employees
33SEC notice filing (53 States and Territories)
Registered to provide investment advisory services in 53 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
50,651AUM (Assets Under Management)
$1,081,917,208Similar Advisors
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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.
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Primary Firm SEC Registration
TITAN | WHISKER TECHNOLOGIES, INC. | TITAN INVEST | TITAN GLOBAL CAPITAL MANAGEMENT USA LLC
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Sofia Marie Silveira's CRS (Customer Relationship Summary).
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