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Jose Silva
18 Years of Experience
Daytona Beach, FL
2 Disclosures
Jose Silva is a registered investment advisor at Silva Fiduciary Advisors, based in Daytona Beach, FL, with 18 years of industry experience. Jose operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 55 clients with $17M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$16.7M
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Location
601 Innovation Way, Daytona Beach, FL, 32114
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Regulatory History (2)
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Customer Dispute
May 2014Settled
Employment Separation After Allegations
February 2014Other Business Activities
Jose is a part-time adjunct professor at Embry-Riddle Aeronautical University, teaching investing and finance. This takes about 10-20% of his time.
Employment History
Current Registrations
Silva Fiduciary Advisors
December 2016 - Present · 9 yrs 5 mos
Previous Registrations
Raymond James & Associates, INC.
June 2014 - August 2016 · 2 yrs 2 mos
Raymond James & Associates, INC.Broker
April 2014 - August 2016 · 2 yrs 4 mos
Edward Jones
April 2009 - March 2014 · 4 yrs 11 mos
Edward JonesBroker
April 2009 - March 2014 · 4 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2008 - February 2009 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2007 - February 2009 · 1 yr 7 mos
State Registrations1 state
FL
Advisor
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.