Jeffrey A. Silver

CORRADO ADVISORS

Heber, UT

Some features on this profile are disabled

CRD#: 871320

Professional summary

Jeffrey Allen Silver, who also goes by Jeffrey Alan Silver, is a registered financial advisor currently at CORRADO ADVISORS, LLC located in Heber, Utah.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Jeffrey has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeffrey Alan Silver

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.

CITADEL PARTNERS, LLC MANAGING MEMBER NON-INVESTMENT RELATED 13 LILAC LANE WESTON CT 06883 LOCKSMITH SERVICES I AM THE FUNDER AND PART OWNER OF THIS BUSINESS. I DEVOTE 0 HOURS TO THIS BUSINESS DURING MARKET HOURS AND 5 HOURS PER MONTH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Allen Silver'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

June 14, 2017 - Present

CORRADO ADVISORS, LLC

RIA

CRD#: 111721

Heber, UT

Past

June 29, 2012 - August 24, 2016

SCAP MANAGEMENT LLC

RIA

CRD#: 163901

WESTON, CT

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".

CORRADO ADVISORS, LLC

BERSON & CORRADO FINANCIAL PLANNERS LLC | CORRADO ADVISORS, LLC | BERSON & CORRADO INVESTMENT ADVISORS, LLC

CRD#: 111721 / SEC#: 801-56980

RIA

Registered Investment Advisory firm - (11/15/1999 Approved)

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

Utah
(6/14/2017)

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 65

Date: 6/23/2012

Uniform Investment Adviser Law Examination

Current Firm

CORRADO ADVISORS, LLC

BERSON & CORRADO FINANCIAL PLANNERS LLC | CORRADO ADVISORS, LLC | BERSON & CORRADO INVESTMENT ADVISORS, LLC

CRD#: 111721 / SEC#: 801-56980

RIA

Registered Investment Advisory firm - (11/15/1999 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

48 South Franklin Turnpike Suite 300, Ramsey, NJ 07446-2558

Mailing Address

Phone number

(201) 661-6600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/21/2025)

Regulatory assets under management

Total Number of Accounts	724
AUM (Assets Under Management)	$ 202,244,968

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
08/18/2025	Cover Page	Report
09/26/2024	Cover Page	Report
01/26/2024	Cover Page	Report

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jeffrey A. Silver

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Allen Silver's CRS (Customer Relationship Summary).

Certified licenses

Experience

CORRADO ADVISORS, LLC

SCAP MANAGEMENT LLC

Primary Firm SEC Registration

CORRADO ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/23/2012

Current Firm

CORRADO ADVISORS, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CORRADO ADVISORS, LLC

TRUST BUT VERIFY

Similar Advisors