Justin
Silverman

Stifel, Nicolaus & Company, Inc

CRD#5812419
Investment Advisor
in Boston, MA
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About this Advisor

Justin Silverman is a chartered financial analyst operating out of Boston, Massachusetts, who has been in the advisory business for 10 years. Silverman is currently employed by Stifel, Nicolaus & Company, Inc. During their career, Silverman has held roles at Stifel, Nicolaus & Company, Inc, Barclays Capital Inc and Thompson Wealth Management, LTD. Silverman maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California and Texas. Stifel, Nicolaus & Company, Inc is a financial advisory business headquartered in Boston, Massachusetts. The company has offices in 362 locations and a total of 5,570 employees. It oversees $72 billion in assets among its 188,394 client accounts, placing it among the biggest firms in the United States by assets under management. The firm provides services to 852 charities and foundations. Of its 188,394 accounts, 24% are held by high-net-worth clients who have at least $1 million in investable assets. Stifel, Nicolaus & Company, Inc has a diverse range of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees typically vary depending on the type of financial services. However, fees billed by Stifel, Nicolaus & Company, Inc can include some blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

125 High Street
Boston, MA 02110

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Stifel, Nicolaus & Company, Inc Brokerage Details

Total Assets Under Management

$74,649,055,670

MA Average: $11,469,110,461
Total Number of Employees

5,746

MA Average: 458
Total Number of Accounts

216,315

MA Average: 33,415
Average Account Size

$345,094

MA Average: $343,232

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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
  • Pension consulting services
  • Selection of other advisers

Justin Silverman Work History

Justin has 10 years of experience.

2015 - Present (4 years)

Stifel, Nicolaus & Company, Inc

2011 - 2015 (4 years)

Barclays Capital Inc

2008 - 2011 (3 years)

Thompson Wealth Management, LTD

Disclosures

Justin Silverman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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