Pedro Silva is a registered investment advisor at Apex Investment Group, based in Hudson, MA, with 22 years of industry experience. Pedro operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 754 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Apex Investment Group provides investment management services as part of its wealth management. The annual fee is up to 1.25% of your portfolio's value. The exact fee depends on the complexity of your situation, the amount of assets managed, and your overall relationship with Apex Investment Group. Fees may be negotiable.
Location
145 Main St, Hudson, MA, 01749
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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
Pedro is a licensed insurance agent, dedicating minimal time to insurance sales. He also works as a notary public and musician, spending minimal and about 10% of his time on these activities, respectively.
Employment History
Current Registrations
Apex Investment Group
Previous Registrations
Cetera Financial Specialists LLCBroker
Securities America, INC.Broker
The Patriot Financial Group, LLC
LPL Financial LLC
LPL Financial LLCBroker
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 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.