BS
BS

Bradley Silverman

22 Years of Experience
Armonk, NY
Broker

Bradley Silverman is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Armonk, NY, with 22 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

20 Maple Avenue, Armonk, NY, 10504

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Bradley is a co-owner of C & B Wealth Management, along with Charles Massimi, but spends minimal time on it. He also works as a financial advisor under The Silverman Group, which is a marketing name, and spends minimal time on it.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2013 - Present · 12 yrs 7 mos
Raymond James Financial Services, INC.Broker
October 2013 - Present · 12 yrs 7 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - October 2013 · 4 yrs 4 mos
Morgan Stanley
June 2009 - October 2013 · 4 yrs 4 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
UBS Financial Services INC.Broker
April 2003 - April 2007 · 4 yrs
State Registrations21 states
AZCACOCTDCDEFLGAILLAMAMDNCNJNVNYOKPARITXVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.