Steven Silverman, financial advisor Shelton CT

Steven Silverman

CRD Number: 2091033
Current Firm: Prudential Financial Planning Services

Steven Silverman (CRD# 2091033) is an Investment Advisor Representative working at Prudential Financial Planning Services in Shelton, CT and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
State Of Ct / Central Ct State University New Britain, CT Aug 2018 - Current 5
Pruco Securities, LLC Shelton, CT Sep 1990 - Current 33
Prudential Insurance Company Of America Shelton, CT Aug 1990 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1991
S65 NASAA Investment Advisors Law Examination Oct 1999
Contact Info for Steven M. Silverman
Phone Number: 800-235-7637
Registered State(s):
  • AR
  • CT
  • IN
  • KS
  • ME
  • MN
  • NV
  • NH
  • NJ
  • NY
  • OH
  • OR
  • PA
  • RI
  • VT
  • WA
  • WI
By the Numbers
  • Total Assets Under Management
    14,029
    MILLIONS
  • Total Number of Accounts
    106,737
    ACCOUNTS
  • Average Account Value
    $131,438
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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