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Steven Richard Lilly

Silvercrest Asset Management Group LLC

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About Steven Richard Lilly

Steven Richard Lilly is a financial advisor with Silvercrest Asset Management Group LLC, specializing in investments for individuals, corporations, investment companies, and pooled investment vehicles. Steven has been in the industry since 2007 and holds a Series 6 and Series 63 license, along with the designation of Chartered Financial Analyst. Steven previously worked at Cortina Asset Management in Milwaukee, Wisconsin, and ALPS Distributors, Inc.

Firm Information

Steven Lilly 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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

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

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percentage of assets

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

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performance-based fees

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

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Steven Lilly’s Registration & Firm History

NY

01/21/2025 - Present

Silvercrest Asset Management Group LLC (NEW YORK NY)

WI

10/14/2011 - 12/04/2013

ALPS DISTRIBUTORS, INC. (MILWAUKEE WI)

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Licenses & Designations

BC

Issued 09/23/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/13/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Steven Richard Lilly.
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