Paul Silberberg, financial advisor Wynnewood PA
93 score

Paul Silberberg

CRD Number: 1014371
Current Firm: Cms Fund Advisers, LLC

Paul Silberberg (CRD# 1014371) is an Investment Advisor Representative working at Cms Fund Advisers, LLC in Wynnewood, PA and has over 36 years of experience in the finance industry.

Similar Advisors
Thomas McKeon, financial advisor Wynnewood PA
Thomas F. McKeon
CRD# 2261840
Clothier Springs Capital Management, LLC
Score
106
Similar Advisors
Jeffrey Jones, financial advisor Wynnewood PA
Jeffrey R. Jones
CRD# 5348132
Cypress Financial Planning
Score
105
Similar Advisors
Richard Welch, financial advisor Wynnewood PA
Richard M. Welch
CRD# 5955239
Academy Wealth Advisers, LLC
Score
105
Company Name Location Dates Years
Cms Holdco, LLC Wynnewood, PA Sep 2010 - Current 7
Cms Fund Advisers, Llc (previously Cms Fund Advisers Inc.) Wynnewood, PA Nov 2002 - Current 15
Cms Investment Resources (canada), Inc. Toronto, Ontario, May 1998 - Current 19
Pruco Securities Corporation Newark, NJ Feb 1991 - Current 26
Cms Investment Resources, LLC Wynnewood, PA Jul 1981 - Current 36
Capital Management Systems, LLC Wynnewood, PA Dec 1970 - Current 47
Self-employed Philadelphia, PA Dec 1970 - Current 47
Msps/spf, Inc. Wynnewood, PA Sep 1998 - Nov 2007 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1981
Contact Info for Paul Silberberg
Phone Number: 610-896-3000
Firm Website: http://www.cmsco.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    19
    MILLIONS
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $2,725,323
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

DE, MD, PA

Ready to hire a financial advisor? Get competitive proposals from Paul Silberberg and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.

Disclosure

Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.