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 working in Boston, Massachusetts, who has been in the financial industry for 11 years. Silverman currently works for Stifel, Nicolaus & Company, Inc. Over the course of their career, Silverman has held roles at Thompson Wealth Management, LTD, Barclays Capital Inc and Stifel, Nicolaus & Company, Inc. Silverman maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in California and Texas. Stifel, Nicolaus & Company, Inc is an advisory company that has its headquarters in Boston, Massachusetts. The firm has offices in 406 locations and a total of 5,746 advisors. It administers $75 billion in assets under management among its 216,315 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises 950 charities and foundations. Of its 216,315 accounts, 35% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Stifel, Nicolaus & Company, Inc performs a number of services, such as financial planning services, 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. Fees charged by financial advisors usually depend on which services the firm provides the client. Fees billed by Stifel, Nicolaus & Company, Inc can include some combination of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years of Experience

12 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 12 years of experience.

2015 - Present (5 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.

Financial Advisors at Stifel, Nicolaus & Company, Inc

John Thomas
Saint Louis, MO
Daniel Riley
Pittsburgh, PA
Michelle Mcgraw
La Crosse, WI
William Humber
Tuscaloosa, AL
Zachary Harveth
Lake Forest, IL
Brett Fleckman
New York, NY
Lauren Cantillo
Bourbonnais, IL
John Ark
Honolulu, HI

This content was compiled from the SEC and FINRA.

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