Silicon Valley Retirement Services, LLC

Silicon Valley Retirement Services, LLC (CRD# 154756) is a financial advisory firm headquartered in San Jose, CA. They manage $330,000,000 in 52 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    330
    MILLION
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $6,346,154
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

CA

Financial Advisors at Silicon Valley Retirement Services, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Timothy A. Cole
CRD#: 2572823
560 S. Winchester Blvd., Suite 500, San Jose, CA 95128
96
Wealthminder
score

Timothy Cole (CRD# 2572823) is an Investment Advisor Representative working at Silicon Valley Retirement Services, LLC in San Jose, CA and has over 21 years of experience in the finance industry. Timothy Cole 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
Scott A. Keswick
CRD#: 5085738
560 S. Winchester Blvd., Suite 500, San Jose, CA 95128
93
Wealthminder
score

Scott Keswick (CRD# 5085738) is an Investment Advisor Representative working at Silicon Valley Retirement Services, LLC in San Jose, CA and has over 6 years of experience in the finance industry.

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