Adam Silva, financial advisor Westlake Village CA

Adam Silva

CRD Number: 7473603
Current Firm: Alliance Advisory & Securities, Inc.

Adam Silva (CRD# 7473603) is an Investment Advisor Representative working at Alliance Advisory & Securities, Inc. in Westlake Village, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Alliance Advisory & Securities, Inc. Westlake Village, CA Sep 2021 - Current < 1
Red Rhino Leak Detection Burbank, CA Apr 2021 - Sep 2021 < 1
Pac Properties North Hollywood, CA Oct 2017 - Feb 2021 3
Grace Security Sun Valley, CA Mar 2015 - May 2019 4
Dobbs Tire & Auto Centers High Ridge, MO Nov 2012 - Jan 2015 2
Unemployed Kennewick, WA Sep 2012 - Nov 2012 < 1
Skills Development Mission Kennewick, WA Sep 2011 - Sep 2012 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2021
Contact Info for Adam J. Silva
Phone Number: 805-371-8020
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    357
    MILLIONS
  • Total Number of Accounts
    1,692
    ACCOUNTS
  • Average Account Value
    $210,996
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, ID, NC, NV, OR, TX, WA

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