Baron Silver Stevens Financial Advisors, LLC

Baron Silver Stevens Financial Advisors, LLC (CRD# 126767) is a financial advisory firm headquartered in Boca Raton, FL. They manage $331,041,605 in 856 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    331
    MILLION
  • Total Number of Accounts
    856
    ACCOUNTS
  • Average Account Value
    $386,731
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, LA, NC, NJ, NY, PA

Financial Advisors at Baron Silver Stevens Financial Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Michael J. Silver
CRD#: 2523455
4800 N. Federal Highway, Suite 210-a, Boca Raton, FL 33431
96
Wealthminder
score

Michael Silver (CRD# 2523455) is an Investment Advisor Representative working at Baron Silver Stevens Financial Advisors, LLC in Boca Raton, FL and has over 8 years of experience in the finance industry. Michael Silver 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.

2
Kristopher D. Moody
CRD#: 5527753
4800 N. Federal Highway, Suite 210-a, Boca Raton, FL 33431
93
Wealthminder
score

Kristopher Moody (CRD# 5527753) is an Investment Advisor Representative working at Baron Silver Stevens Financial Advisors, LLC in Boca Raton, FL and has over 5 years of experience in the finance industry.

3
Cody D. Koletic
CRD#: 6219367
4800 N. Federal Highway, Suite 210-a, Boca Raton, FL 33431
89
Wealthminder
score

Cody Koletic (CRD# 6219367) is an Investment Advisor Representative working at Baron Silver Stevens Financial Advisors, LLC in Boca Raton, FL and has over 3 years of experience in the finance industry.

4
Carrie Prusa
CRD#: 5178421
4800 N. Federal Highway, Suite 210-a, Boca Raton, FL 33431
89
Wealthminder
score

Carrie Prusa (CRD# 5178421) is an Investment Advisor Representative working at Baron Silver Stevens Financial Advisors, LLC in Boca Raton, FL and has over 3 years of experience in the finance industry.

5
Filipp V. Kourenkov
CRD#: 5095735
4800 N. Federal Highway, Suite 210-a, Boca Raton, FL 33431
88
Wealthminder
score

Filipp Kourenkov (CRD# 5095735) is an Investment Advisor Representative working at Baron Silver Stevens Financial Advisors, LLC in Boca Raton, FL and has 1 year of experience in the finance industry.

6
Joel I. Levy
CRD#: 2845713
4800 N. Federal Highway, Suite 210-a, Boca Raton, FL 33431
81
Wealthminder
score

Joel Levy (CRD# 2845713) is an Investment Advisor Representative working at Baron Silver Stevens Financial Advisors, LLC in Boca Raton, FL and has over 21 years of experience in the finance industry.

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