Edward Silbert (CRD# 1032674) is an Investment Advisor Representative working at Wealth Enhancement Advisory Services, LLC in Burlington, MA and has over 41 years of experience in the finance industry. Edward Silbert has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Burlington, MA | Sep 2022 - Current | 1 |
| Wealth Enhancement Group | Burlington, MA | Sep 2022 - Current | 1 |
| Pinnacle Private Wealth, LLC | Woburn, MA | Jan 2019 - Sep 2022 | 3 |
| Unemployed | Bedford, MA | Jul 2017 - Dec 2018 | 1 |
| Fidelity Brokerage Services, Inc. | Burlington, MA | Jan 1984 - Jun 2017 | 33 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1982 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MA
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Total Assets Under Management72,025MILLIONS
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Total Number of Accounts154,394ACCOUNTS
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Average Account Value$466,499
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