Andrew SilverCRD 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 15 years of experience in the finance industry.
Sterne Agee Investment Advisor Services, Inc.
Raymond James Financial Services Advisors, Inc.
Investment Professionals, Inc.
|Pinnacle Wealth Planning Services, Inc.||Mansfield, OH||Apr 2010 - Current||7|
|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|
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
Total Assets Under Management532MILLIONS
Total Number of Accounts1,978ACCOUNTS
Average Account Value$268,751
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
CA, CO, FL, IL, NC, OH, TX, VA