Invested Better
Unclaimed

Unclaimed

Unclaimed

Brian Vincent Silvestri

Silvestri Financial AND TAX Advisors, Inc.

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

About Brian Vincent Silvestri

Brian Silvestri is an Investment Advisor Representative with Silvestri Financial and Tax Advisors, Inc. He is registered with the state of Maryland as an Investment Advisor Representative (IAR). Brian has been in the financial services industry since 2012. Brian Silvestri has also worked as a Lead Associate and Project Manager for Booz Allen Hamilton from September 2012. Brian Silvestri holds a Series 65 license and has taken the Uniform Investment Adviser Law Examination. Silvestri Financial and Tax Advisors, Inc. is a financial firm based in Forest Hill, Maryland. Brian Silvestri and the firm specialize in providing financial consulting and educational seminars.

Firm Information

Brian Silvestri is currently registered with Silvestri Financial AND TAX Advisors, Inc.. Silvestri Financial AND TAX Advisors, Inc. is a financial advisor with 2 licensed agents. They primarily serve individuals other than high-net-worth, and have 96 clients of this type. The firm also provides financial consulting and educational seminars.

Not reported

Assets Under Management

Not reported

Total Clients

2

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

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

financial consulting

Financial consulting

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

other

Selection of other advisers fees

Find Your Ideal Financial Advisor

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.

Brian Silvestri’s Registration & Firm History

MD

08/04/2021 - Present

Silvestri Financial AND TAX Advisors, Inc. (FOREST HILL MD)

Not sure if Brian Vincent Silvestri is right for you?

Licenses & Designations

IA

Issued 06/10/2021

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Vincent Silvestri.
Not sure if Brian Vincent Silvestri is right for you?