Brad Silver, financial advisor Perrineville NJ
93 score

Brad Silver

CRD Number: 1276077
Current Firm: Capital Asset Advisory Services, LLC

Brad Silver (CRD# 1276077) is an Investment Advisor Representative working at Capital Asset Advisory Services, LLC in Perrineville, NJ and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Capital Asset Advisory Services, LLC Haslett, MI Oct 2012 - Current 4
American Investment Services Princeton, NJ Nov 2008 - Current 8
Princeton Tax Advisory Group, Inc. Princeton, NJ Jan 2007 - Current 9
Keller Williams Realty Marlboro, NJ Jun 2006 - Current 10
Network 1 Financial Securities, Inc. Red Bank, NJ Mar 2007 - Nov 2008 1
Kreppel Tax Advisory Group Old Bridge, NJ Apr 2006 - Jan 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
S66 NASAA Uniform Combined State Law Examination Jul 2001
Contact Info for Brad D. Silver
Phone Number: 517-339-7662
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    1,122
    MILLIONS
  • Total Number of Accounts
    10,016
    ACCOUNTS
  • Average Account Value
    $111,979
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, ND, NH, NJ, NV, NY, OH, PA, SC, TN, TX, UT, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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