Michael
Edelman

Baron Silver Stevens Financial Advisors, LLC

CRD#1691767
Investment Advisor
in Boca Raton, FL

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About this Advisor

Michael Edelman is a certified financial planner whose office is in Boca Raton, Florida. Currently a registered advisor at Baron Silver Stevens Financial Advisors, LLC, they have accrued 13 years of work experience as a financial advisor. Edelman maintains a Series 63 license, which certifies the advisor as a securities representative. Edelman is registered to work with clients in Florida. Their career trajectory has included roles at John Hancock, John Hancock Distributors LLC, Fidelity Brokerage Services LLC, Fidelity Personal And Workplace Advisors, Baron Silver Stevens Financial Advisors, LLC and Royal Alliance Associates, Inc. Baron Silver Stevens Financial Advisors, LLC is based out of Boca Raton, Florida. Overall, Baron Silver Stevens Financial Advisors, LLC oversees $509 million in assets across 1,139 client accounts and employs nine staff members. The level of assets currently under the firm's management makes it one of the larger firms in the United States. The firm manages 714 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 75% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. Baron Silver Stevens Financial Advisors, LLC offers financial planning services, portfolio management for individuals and small businesses and educational seminars. The firm may charge clients asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

Yes

Office Location

4800 N. Federal Highway Suite 210-A
Boca Raton, FL 33431

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Baron Silver Stevens Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$509,136,487

FL Average: $1,855,561,029
Total Number of Employees

9

FL Average: 62
Total Number of Accounts

1,139

FL Average: 2,474
Average Account Size

$447,003

FL Average: $750,025

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Michael Edelman Work History

Michael has 14 years of experience.

2019 - Present (1 year)

Baron Silver Stevens Financial Advisors, LLC

2019 - Present (1 year)

Royal Alliance Associates, Inc

2018 - 2019 (1 year)

Fidelity Personal And Workplace Advisors

2015 - 2019 (4 years)

Fidelity Brokerage Services LLC

2006 - 2015 (9 years)

John Hancock

2006 - 2015 (9 years)

John Hancock Distributors LLC

Disclosures

Michael Edelman has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Baron Silver Stevens Financial Advisors, LLC

Kristopher Moody
Boca Raton, FL
Filipp Kourenkov
Boca Raton, FL
Carrie Prusa
Boca Raton, FL
Michael Edelman
Boca Raton, FL
Michael Silver
Boca Raton, FL
Joel Levy
Boca Raton, FL

This content was compiled from the SEC and FINRA.

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