Jose Silva, financial advisor Daytona Beach FL
46 score

Jose Silva

CRD Number: 5281033
Current Firm: Silva Fiduciary Advisors

Jose Silva (CRD# 5281033) is an Investment Advisor Representative working at Silva Fiduciary Advisors in Daytona Beach, FL and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Silva Fiduciary Advisors Daytona Beach, FL Aug 2016 - Current 1
Embry-riddle Aeronautical University Daytona Beach, FL Aug 2015 - Current 2
Raymond James & Associates Orlando, FL Apr 2014 - Aug 2016 2
Edward Jones St Louis, MO Apr 2009 - Feb 2014 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 Daytona Beach, FL Jan 2007 - Feb 2009 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Employer Dispute
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jose H. Silva
Phone Number: 386-212-9796
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States


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