BS
BS

Barbara Silberman

43 Years of Experience
Purchase, NY
BrokerSells Insurance

Barbara Silberman is a registered investment advisor at Wells Fargo Advisors, based in Purchase, NY, with 43 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1 Manhattanville Rd, [Satellite], Purchase, NY, 10577

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Barbara works as a financial advisor at Princeton Harriman Insurance Solutions, an insurance agency. This activity takes a few hours per week.

Employment History
Current Registrations
Wells Fargo Advisors
February 2025 - Present · 1 yr 3 mos
Wells Fargo Advisors Financial Network, LLCBroker
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2010 - February 2025 · 15 yrs 1 mo
Wells Fargo Advisors
January 2010 - February 2025 · 15 yrs 1 mo
Citigroup Global Markets INC.Broker
May 2007 - January 2010 · 2 yrs 8 mos
Citigroup Global Markets INC.
May 2007 - January 2010 · 2 yrs 8 mos
Citicorp Investment Services
July 2005 - May 2007 · 1 yr 10 mos
Financial Horizons Securities CorporationBroker
February 1993 - April 1997 · 4 yrs 2 mos
Citicorp Investment ServicesBroker
June 1992 - May 2007 · 14 yrs 11 mos
Citicorp Financial Services,inc.Broker
September 1990 - June 1992 · 1 yr 9 mos
Landmark Brokerage Services, INC.Broker
May 1990 - October 1990 · 5 mos
Gary Goldberg & CO., INC.Broker
August 1982 - May 1990 · 7 yrs 9 mos
State Registrations11 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.