ES
CFP
ES
CFP

Eric Silk

28 Years of Experience
Annapolis, MD
Broker

Eric Silk is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Annapolis, MD, with 28 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

1997 Annapolis Exchange Pkwy, Annapolis, MD, 21401

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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 Activities

Eric has a 20% ownership in Private Wealth Partners LLC, dedicating nearly full-time hours to this investment-related activity. He also serves as co-trustee for the Finet 401k, spending minimal time per month.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
December 2005 - Present · 20 yrs 9 mos
Wells Fargo Advisors
December 2005 - Present · 20 yrs 9 mos
Previous Registrations
Legg Mason Wood Walker, IncorporatedBroker
May 2003 - January 2006 · 2 yrs 8 mos
Legg Mason Wood Walker INC
May 2003 - January 2006 · 2 yrs 8 mos
Scarborough Retirement Services, LLC
September 2002 - May 2003 · 8 mos
The Scarborough Group, INC.
October 1997 - November 2002 · 5 yrs 1 mo
Royal Alliance Associates, INC.Broker
August 1997 - July 2003 · 5 yrs 11 mos
State Registrations29 states
AZCACOCTDEFLGAILKYLAMDMIMNMSNCNENJNYOKORPASCTNTXUTVAWAWIWV
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.