Robert
Silvestri
Aegis Capital Corp
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About this Advisor
Robert Silvestri is a financial advisor based in New York, New York. Silvestri is on the advisory team at Aegis Capital Corp. The advisor has gained experience at Morgan Stanley Smith Barney, Morgan Stanley Private Bank, National Association, Harbor Financial Services, LLC, Level Four Advisory Services and Aegis Capital Corp. Silvestri has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Texas. Aegis Capital Corp is a financial advisory business that has its headquarters in New York, NY. It has offices in 19 locations and a total of 297 financial advisors. It handles $1 billion in assets among its 2,166 customer accounts, making it one of the larger financial advisory firms in the country by assets under management. Of its 2,166 accounts, 16% belong to high-net-worth clients who have greater than $1 million in investable assets. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. A financial advisor's fees vary depending on the services. However, fee types charged by Aegis Capital Corp most likely include some combination of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Aegis Capital Corp Brokerage Details
$1,033,140,094
297
2,166
$476,981
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Robert Silvestri Work History
Robert has been registered as a financial advisor for 0 years.*
Aegis Capital Corp
Level Four Advisory Services
Harbor Financial Services, LLC
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Silvestri to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Aegis Capital Corp
New York, NY
New York, NY
Melville, NY
Melville, NY
Portland, OR
Portland, OR
Melville, NY
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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