PS
PS

Perry Silverman

34 Years of Experience
Paramus, NJ
3 DisclosuresBroker

Perry Silverman is a registered investment advisor at LPL Financial LLC, based in Paramus, NJ, with 34 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

Loading...

Location

461 From Rd Ste 385, 3rd Floor, Paramus, NJ, 07652

Get directions

History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
September 2007
Judgment / Lien
December 2006
Judgment / Lien
April 2002
Employment History
Current Registrations
LPL Financial LLC
March 2015 - Present · 11 yrs 2 mos
LPL Financial LLCBroker
March 2015 - Present · 11 yrs 2 mos
LPL Financial LLC
March 2015 - Present · 11 yrs 2 mos
Previous Registrations
Wells Fargo Advisors, LLC
July 2003 - March 2015 · 11 yrs 8 mos
Wells Fargo Advisors, LLCBroker
July 2003 - March 2015 · 11 yrs 8 mos
Prudential Securities Incorporated
July 2002 - July 2003 · 1 yr
Prudential Securities IncorporatedBroker
October 2001 - July 2003 · 1 yr 9 mos
Morgan Stanley Dw INC.Broker
July 1997 - October 2001 · 4 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 1991 - July 1997 · 5 yrs 8 mos
State Registrations7 states
CTFLNJNYTXVAWA
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.