Danielle Silva, financial advisor Newton MA

Danielle Silva

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Danielle J. Silva
Phone Number: 617-630-8100
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States


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