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Edward Silberman

37 Years of Experience
Mount Laurel, NJ
BrokerSells Insurance

Edward Silberman is a registered investment advisor at VALIC Financial Advisors, INC., based in Mount Laurel, NJ, with 37 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 293,993 clients with $26B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1277 advisors
IM Fee
Planning only
Assets Under Management
$26.4B

Fee Structure

  • Financial planning fees depend on the complexity of your situation, the number of topics covered, the time needed to complete the plan, your net worth, and your location.
  • Consulting services are offered on a per-project basis, not exceeding $7,500 annually.
  • The total combined fee for a financial plan and consulting services will not exceed $10,000 annually.
One-Time Plan:Up to $5,000
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Location

307 Fellowship Road, Suite 205, Mount Laurel, NJ, 08054

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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

Edward works as an agent for AGIA selling non-securities insurance products since 2022, dedicating a few hours per week to this activity.

Employment History
Current Registrations
VALIC Financial Advisors, INC.
November 2007 - Present · 18 yrs 8 mos
VALIC Financial Advisors, INC.Broker
March 1999 - Present · 27 yrs 4 mos
Previous Registrations
The Variable Annuity Marketing CompanyBroker
June 1988 - December 2001 · 13 yrs 6 mos
State Registrations5 states
DEFLNJPATX
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.
Edward Silberman - Financial Advisor | TrueAdvisor