Michael Silva, financial advisor Livermore CA
76 score

Michael Silva

CRD Number: 6368355
Current Firm: Opes Advisors, Inc.

Michael Silva (CRD# 6368355) is an Investment Advisor Representative working at Opes Advisors, Inc. in Livermore, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Opes Advisors Livermore, CA Jan 2012 - Current 4
Metlife Bank Pleasanton, CA Sep 2011 - Jan 2012 < 1
Wells Fargo Pleasanton, CA Jul 2011 - Aug 2011 < 1
Na Na, CA Mar 2010 - Jul 2011 1
Rpm Mortgage Livermore, CA Jan 2003 - Mar 2010 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2014
Disclosure Information

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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Michael A. Silva
Phone Number: 408-831-5804
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    299
    MILLIONS
  • Total Number of Accounts
    874
    ACCOUNTS
  • Average Account Value
    $341,681
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, OR, TX, WA

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BADGES
76

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