Christopher
Silversmith

Elevate Capital Advisors

CRD#5738872
Investment Advisor
in Eagle, CO

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About this Advisor

Christopher Silversmith is a financial advisor based in Eagle, Colorado, working with Elevate Capital Advisors. Christopher has previously held positions at Packman, Neuwahl & Rosenberg, Pa, Chorney & Millard, Llp, Silversmith Legal, LLC, Lpl Financial LLC, and Elevate Capital Advisors. Christopher has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in Colorado. Currently, Christopher is part of Elevate Capital Advisors, which operates out of Eagle, Colorado. The firm has 6 employees and manages assets totaling $139.8 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. The fee structure at Elevate Capital Advisors includes asset-based, hourly, fixed, performance-based, and other fees.

Certifications and Registrations

Series 66, Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees, Others

Office Location

313 Chambers Ave. Suite D
Eagle, CO 81631

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Elevate Capital Advisors Brokerage Details

Total Assets Under Management

$139,761,945

CO Average: $2,349,664,866
Total Number of Employees

6

CO Average: 28
Total Number of Accounts

597

CO Average: 1,101
Average Account Size

$234,107

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Pension consulting services

Christopher Silversmith Work History

2022 - Present (2 years)

Elevate Capital Advisors

2016 - Present (8 years)

Silversmith Legal, LLC

2020 - 2022 (2 years)

Lpl Financial LLC

2015 - 2016 (1 year)

Packman, Neuwahl & Rosenberg, Pa

2015 - 2016 (1 year)

Chorney & Millard, Llp

2012 - 2015 (3 years)

Packman, Neuwahl & Rosenberg, Pa

Disclosures

Please visit the SEC profile of Christopher Silversmith 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 Elevate Capital Advisors

Kyle Lottman
Wayzata, MN
Shane Fleury
Eagle, CO
Thomas Damon
Eagle, CO
Kenneth Armstrong
Eagle, CO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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