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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Silver has been in the financial services industry since 1994. Robert is currently a registered representative with Morgan Stanley, a firm headquartered in Purchase, New York. Robert is registered in 40 states, as well as the District of Columbia and the U.S. Virgin Islands. Robert is also registered with FINRA. Robert has a wide range of experience working with a variety of clients, including high-net-worth individuals, corporations, insurance companies, investment companies, charitable organizations, pension and profit sharing plans, state or municipal government entities, banking or thrift institutions and investment clubs. Robert provides a variety of financial services including financial planning, portfolio management, asset allocation advice, selection of other advisors, and educational seminars.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MA
08/05/2019 - Present
Morgan Stanley (Wellesley MA)
MA
03/25/2017 - 06/25/2019
MML INVESTORS SERVICES, LLC (SOUTHBOROUGH MA)
MA
11/08/2011 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SOUTHBOROUGH MA)
MA
10/23/2009 - 09/20/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WALTHAM MA)
MA
03/01/2007 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WALTHAM MA)
MA
10/20/2004 - 11/30/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (FRAMINGHAM MA)
NY
11/07/2003 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
IL
09/29/2001 - 12/31/2001
LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)
MO
11/23/1999 - 10/01/2001
EISNER SECURITIES, INC. (ST. LOUIS MO)
MI
06/30/1992 - 11/18/1999
OLDE DISCOUNT CORPORATION (DETROIT MI)
NY
07/16/1991 - 05/15/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
06/21/1990 - 02/25/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 07/31/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/13/1994
Series 24 - General Securities Principal Examination
BC
Issued 02/14/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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