MS
MS

Michael Silvestri

9 Years of Experience
New York, NY
Broker

Michael Silvestri is a registered investment advisor at Jefferies Investment Advisers LLC, based in New York, NY, with 9 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Tax Planning. Their firm serves 2,018 clients with $3.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
118 advisors
IM Fee
Planning only
Assets Under Management
$3.4B

Fee Structure

One-Time Plan:$500 - $50,000
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Location

520 Madison Avenue, New York, NY, 10022

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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
Jefferies Investment Advisers LLC
May 2023 - Present · 3 yrs
Jefferies LLC
March 2022 - Present · 4 yrs 2 mos
Jefferies LLCBroker
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Leucadia Asset Management LLC
March 2022 - August 2023 · 1 yr 5 mos
Morgan Stanley
February 2021 - March 2022 · 1 yr 1 mo
Morgan StanleyBroker
February 2021 - March 2022 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2017 - February 2021 · 3 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2016 - February 2021 · 4 yrs 2 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Michael Silvestri - Financial Advisor | TrueAdvisor