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Vincent J Silvestri

Silvestri Financial AND TAX Advisors, Inc.

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About Vincent J Silvestri

Vincent J Silvestri is a registered investment advisor representative at Silvestri Financial And Tax Advisors, Inc. Vincent is a well-rounded professional with experience in financial consulting and financial planning. Vincent is licensed to provide investment advice in Maryland and Pennsylvania. Vincent has also held previous positions at Center Street Securities, Inc., Chesapeake Financial Solutions, Inc., Sageguard Investment Advisory Services, Chesapeake Capital Management, LLC. Vincent is committed to helping clients reach their financial goals.

Firm Information

Vincent 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.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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other

Selection of other advisers fees

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Vincent Silvestri’s Registration & Firm History

MD

11/08/2021 - Present

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

MD

11/05/2013 - 01/23/2014

CENTER STREET SECURITIES, INC. (FOREST HILL MD)

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Licenses & Designations

BOTH

Issued 01/03/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/05/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Vincent J Silvestri.
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