linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Brandon Craig Sim

Silvercrest Asset Management Group LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brandon? Claim Your Profile

About Brandon Craig Sim

Brandon Craig Sim is a financial advisor at Silvercrest Asset Management Group LLC, a Registered Investment Advisor firm based in New York. Brandon has been with Silvercrest Asset Management Group LLC since December 2017, and prior to that he worked at the firm from April 2007. Brandon is a registered investment advisor representative in Texas.

Firm Information

Brandon Sim is currently registered with Silvercrest Asset Management Group LLC. Silvercrest Asset Management Group LLC is a registered investment adviser headquartered in New York, NY. The firm manages over $33 billion in assets for a variety of clients including high-net-worth individuals, families, foundations, endowments, and institutions. Silvercrest offers a range of investment advisory services, including financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, and selection of other advisors. The firm has a team of over 58 professionals and has been in business for over 20 years.
Silvercrest Asset Management Group LLC

1330 AVENUE OF THE AMERICAS

NEW YORK, NY 10019-5400

$33.28B

Assets Under Management

Not reported

Total Clients

30

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brandon Sim’s Registration & Firm History

NY

05/05/2022 - Present

Silvercrest Asset Management Group LLC (NEW YORK NY)

NY

11/04/2004 - 11/07/2006

SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)

NJ

03/02/2001 - 08/20/2001

DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)

Not sure if Brandon Craig Sim is right for you?

Licenses & Designations

BC

Issued 11/22/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/03/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brandon Craig Sim.
Not sure if Brandon Craig Sim is right for you?