Danielle SilvaCRD Number: 6700622
Current Firm: Capital Advisors Group, Inc.
Danielle Silva (CRD# 6700622) is an Investment Advisor Representative working at Capital Advisors Group, Inc. in Newton, MA and has over 3 years of experience in the finance industry.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
Claybrook Capital, LLC
|Capital Advisors Group, Inc.||Newton, MA||Jul 2018 - Current||3|
|Open Cinema||Waltham, MA||Oct 2017 - Jul 2018||< 1|
|Solium||Boston, MA||Sep 2017 - Oct 2017||< 1|
|Silicon Valley Bank||Boston, MA||Aug 2016 - Sep 2017||1|
|Life Science Nations||Boston, MA||Oct 2012 - Aug 2016||3|
|Lake Street Advisors||Boston, MA||Oct 2012 - Oct 2012||< 1|
|Brighton House Associates||Southborough, MA||Jan 2010 - Oct 2012||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2018|
Total Assets Under Management16,474MILLIONS
Total Number of Accounts174ACCOUNTS
Average Account Value$94,678,035
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
CA, MA, NJ, NY, PA
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