Grant Silverman
Grant Silverman is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in San Francisco, CA, with 9 years of industry experience. Grant operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
San Francisco, CA
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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
Grant is an insurance agent selling various insurance products, including life, health, disability, annuities, and long-term care, dedicating about 10-20% of their time. Grant also works full-time as a registered representative for Silverman Financial, providing financial services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations12 states
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