Robert Silverman
Robert Silverman is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in San Francisco, CA, with 42 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
San Francisco, CA
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert sells fixed life, health, disability, and annuity insurance products with various companies. He also owns Robert A Silverman Insurance Sales, dedicating about half of his time to health, life, and disability income insurance sales. Robert also holds power of attorney for his son and spouse, dedicating minimal time to these roles.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Cypress Capital CorporationBroker
Investacorp, INC.Broker
State Registrations5 states
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