Andrew Silver, financial advisor Mansfield OH
73 score

Andrew Silver

CRD Number: 4520825
Current Firm: Pinnacle Wealth Planning Services, Inc.

Andrew Silver (CRD# 4520825) is an Investment Advisor Representative working at Pinnacle Wealth Planning Services, Inc. in Mansfield, OH and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Pinnacle Wealth Planning Services, Inc. Mansfield, OH Apr 2010 - Current 8
Integrus Wealth Columbus, OH Jan 2010 - Apr 2010 < 1
Sei Investment Managment Company Oaks, PA Jul 2007 - Jan 2010 2
Sei Investments Oaks, PA Nov 2001 - Jan 2010 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2002
S65 NASAA Investment Advisors Law Examination Sep 2007
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:
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Andrew J. Silver
Phone Number: 419-526-5226
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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