Steven Silverman, financial advisor Wyomissing PA
96 score

Steven Silverman

CRD 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.

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Professional Designations
Company Name Location Dates Years
Connors Investor Services, Inc. Wyomissing, PA May 1997 - Current 19
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 1998
Contact Info for Steven Silverman
Phone Number: 610-376-7418
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    660
    MILLIONS
  • Total Number of Accounts
    454
    ACCOUNTS
  • Average Account Value
    $1,454,560
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States

CA, CO, CT, DE, FL, GA, IL, KY, LA, MA, MD, MI, NC, NH, NJ, NY, PA, TX, VA, VT

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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