Edward Silversmith is a CFP-designated registered investment advisor, based in Pittsford, NY, with 9 years of industry experience.
Location
1040 Pittsford Victor Rd, Pittsford, NY, 14534
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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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Edward is affiliated with Wealth Enhancement Group DBA Wealth Enhancement Advisory Services in Pittsford, NY, an investment-related activity. He dedicates minimal time to this activity.
Employment History
Current Registrations
Wealth Enhancement Brokerage Services, LLCBroker
August 2022 - Present · 4 yrs 1 mo
Wealth Enhancement Brokerage Services, LLC
August 2022 - Present · 4 yrs 1 mo
Wealth Enhancement Advisory Services, LLC
May 2022 - Present · 4 yrs 4 mos
Previous Registrations
Ameriprise Financial Services, LLCBroker
August 2019 - May 2022 · 2 yrs 9 mos
Ameriprise Financial Services, LLC
August 2019 - May 2022 · 2 yrs 9 mos
Citizens Securities, INC.
July 2018 - August 2019 · 1 yr 1 mo
Citizens Securities, INC.Broker
March 2018 - August 2019 · 1 yr 5 mos
Nylife Securities LLCBroker
September 2016 - February 2018 · 1 yr 5 mos
State Registrations2 states
NYPA
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.