Donald Silberman, financial advisor Williston FL
93 score

Donald Silberman

CRD Number: 1879867
Current Firm: Innovation Partners LLC

Donald Silberman (CRD# 1879867) is an Investment Advisor Representative working at Innovation Partners LLC in Williston, FL and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
Sheps Ranch Williston, FL Dec 2011 - Current 5
Summit Brokerage Services Lake City, FL Oct 2012 - Mar 2015 2
Allstate Insurance Co Gainesville, FL Dec 2011 - Oct 2012 < 1
Capital Financial Services, Inc. Minot, ND Nov 2005 - Nov 2011 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2003
S65 NASAA Investment Advisors Law Examination Dec 2003
Contact Info for Donald L. Silberman
Phone Number: 704-708-5461
Registered State(s):
  • FL
  • LA
  • NC
By the Numbers
  • Total Assets Under Management
    50
    MILLIONS
  • Total Number of Accounts
    368
    ACCOUNTS
  • Average Account Value
    $134,605
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AR, AZ, CA, CO, CT, FL, GA, ID, IN, LA, MA, MI, MN, MO, MT, NC, ND, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, 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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