Marcus Silver
Marcus Silver is a registered investment advisor at Osaic Wealth, INC., based in Westlake Village, CA, with 26 years of industry experience. Marcus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
32107 Lindero Canyon Rd. Unit 106, Westlake Village, CA, 91361
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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
Marcus is president of Silverberg Wealth Management, an insurance agent, and an independent contractor for Annuity Advisors. He also engages in activities related to life insurance, fixed annuities, and investment advisory services, and rents out office space.
Employment History
Current Registrations
Nwf Advisory Services INC
Osaic Wealth, INC.Broker
Previous Registrations
Cetera Advisors LLCBroker
Cetera Investment Advisers LLC
First Allied Advisory Services, INC.
First Allied Securities, INC.Broker
Western International Securities
Western International Securities, INC.Broker
Financial West Group
Financial West GroupBroker
Ifmg Securities, INC.Broker
Ifmg Securities, INC.
Essex National Securities, INC.Broker
Essex National Securities, INC.
Wm Financial Services, INC.
Wm Financial Services, INC.Broker
Citicorp Investment Services
Citicorp Investment ServicesBroker
Cal Fed InvestmentsBroker
William O'neil & Company, IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations19 states
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.