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Evan Silverman

13 Years of Experience
Lawrenceville, NJ
Broker

Evan Silverman is a registered investment advisor at Morgan Stanley, based in Lawrenceville, NJ, with 13 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

1200 Lenox Drive, Suite 300, Lawrenceville, NJ, 08648

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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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Employment History
Current Registrations
Morgan Stanley
June 2016 - Present · 9 yrs 11 mos
Morgan StanleyBroker
April 2016 - Present · 10 yrs 1 mo
Previous Registrations
Koyote Trading LLCBroker
August 2015 - March 2016 · 7 mos
First New York Securities L.L.C.Broker
May 2013 - July 2014 · 1 yr 2 mos
Echotrade LLCBroker
October 2011 - January 2013 · 1 yr 3 mos
Echotrade LLCBroker
August 2011 - October 2011 · 2 mos
State Registrations30 states
ARAZCACOCTDEFLGAILINMAMDMEMIMONCNHNJNMNYOHOKORPASCTNTXVAWAWI
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.
Evan Silverman - Financial Advisor | TrueAdvisor