Silvia Mccoll Wealth Management, LLC
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About this Advisor
Brandon Silvia is a certified financial planner who lives in San Diego, California. Currently a registered financial advisor with Silvia Mccoll Wealth Management, LLC, they have accrued 10 years of professional experience in the financial advisory industry. Silvia holds a Series 66 license, which certifies them as both a securities agent and an investment advisor representative. Silvia can work with customers in California and Texas. Throughout their career, Silvia has worked at Ascente Financial, Morgan Stanley, Strategic Hardware, Smith Wiles & Co, Village Green, Equity Group Investments, Morgan Stanley Private Bank, National Association, Silvia Mccoll Wealth Management LLC and M.S. Howells & Co. Silvia Mccoll Wealth Management, LLC is headquartered in San Diego, California. Overall, Silvia Mccoll Wealth Management, LLC manages $141 million in assets across 221 client accounts and employs two staff members. The firm's total assets under management places it among the mid-sized investment advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 16% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Silvia Mccoll Wealth Management, LLC can offer financial planning services, portfolio management for individuals and small businesses and pension consulting services. The firm may charge clients asset-based and fixed fees.
Certifications and Registrations
Years of Experience
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Silvia Mccoll Wealth Management, LLC Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Brandon Silvia Work History
Brandon has 10 years of experience.
Silvia Mccoll Wealth Management LLC
M.S. Howells & Co
Morgan Stanley Private Bank, National Association
Smith Wiles & Co
Equity Group Investments
Brandon Silvia has no disclosures.
Please visit their SEC profile for more details.