Brandon
Silvia

Silvia Mccoll Wealth Management, LLC

CRD#6239135
Investment Advisor
in San Diego, CA
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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

Series 66, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

402 W. Broadway Suite 2100
San Diego, CA 92101

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Silvia Mccoll Wealth Management, LLC Brokerage Details

Total Assets Under Management

$143,105,581

CA Average: $7,578,581,321
Total Number of Employees

3

CA Average: 43
Total Number of Accounts

263

CA Average: 3,727
Average Account Size

$544,128

CA Average: $2,033,427

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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.

2018 - Present (1 years)

Silvia Mccoll Wealth Management LLC

2018 - Present (1 years)

M.S. Howells & Co

2015 - 2018 (3 years)

Morgan Stanley Private Bank, National Association

2013 - 2018 (5 years)

Morgan Stanley

2012 - 2013 (1 years)

Strategic Hardware

2011 - 2012 (1 years)

Smith Wiles & Co

2010 - 2011 (1 years)

Ascente Financial

2009 - 2010 (1 years)

Village Green

2008 - 2009 (1 years)

Equity Group Investments

Disclosures

Brandon Silvia has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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