Steven SilvermanCRD Number: 3070053
Current Firm: Connors Investor Services Inc.
Steven Silverman (CRD# 3070053) is an Investment Advisor Representative working at Connors Investor Services Inc. in Wyomissing, PA and has over 18 years of experience in the finance industry. Steven Silverman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Clothier Springs Capital Management, LLC
Kaufman Advisory Services, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Connors Investor Services, Inc.||Wyomissing, PA||May 1997 - Current||19|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||May 1998|
Total Assets Under Management660MILLIONS
Total Number of Accounts454ACCOUNTS
Average Account Value$1,454,560
- A percentage of assets under your management
- Performance-based fees
- 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
CA, CO, CT, DE, FL, GA, IL, KY, LA, MA, MD, MI, NC, NH, NJ, NY, PA, TX, VA, VT