Pedro Silva (CRD# 4721125) is an Investment Advisor Representative working at The Patriot Financial Group, LLC in Shrewsbury, MA and has over 20 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4030542
Ameriprise Financial Services, LLC
CRD# 6401139
Eagle Strategies LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Financial Specialists LLC | Schaumburg, IL | Dec 2022 - Current | 1 |
| Provo Wealth Management Group | Shrewsbury, MA | Jun 2018 - Current | 5 |
| The Patriot Financial Group, LLC | Shrewsbury, MA | Jan 2015 - Current | 9 |
| Provo Financial Services | Shrewsbury, MA | Feb 2009 - Current | 15 |
| Securities America, Inc. | Shrewsbury, MA | Jun 2018 - Dec 2022 | 4 |
| Lpl Financial LLC | Shrewsbury, MA | Feb 2009 - Jun 2018 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2003 |
- MA
- TX
-
Total Assets Under Management2,119MILLIONS
-
Total Number of Accounts6,607ACCOUNTS
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Average Account Value$320,780
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, FL, GA, IA, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA, WI
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