Ethan
Silverman

Genex Consulting

CRD#6311979
Investment Advisor
in Saint Louis, MO

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About this Advisor

Ethan Silverman is a financial advisor who works in Saint Louis, Missouri, with a total of 4 years of industry experience. Silverman currently works for Genex Consulting. Throughout their career, they have worked at Morgan Stanley Smith Barney LLC, S&S Prep Baseball Report-Missouri, Waddell And Reed, Inc, Mid America Team Sports, Various Insurance Carriers For W&R Insurance Agencies, Morgan Stanley, Morgan Stanley Private Bank, National Association, Tap Consulting, LLC Dba Genex Consulting and Private Client Services. Silverman holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Missouri. Genex Consulting is an advisory company headquartered in Saint Louis, MO. It controls $496 million in assets under management between its 2,187 customer accounts, placing it among the bigger investment advisory firms in the nation by assets under management. Of its 2,187 accounts, just 5% are associated with high-net-worth clients who have greater than $1 million in assets. Genex Consulting performs a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors typically depend on which services the firm provides the client. However, fees charged by Genex Consulting likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

10900 Manchester Rd. Suite 100
Saint Louis, MO 63122

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Genex Consulting Brokerage Details

Total Assets Under Management

$496,332,340

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

19

MO Average: 458
Total Number of Accounts

2,187

MO Average: 33,415
Average Account Size

$226,947

MO Average: $343,232

Investment Advisory Services

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

Ethan Silverman Work History

Ethan has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Tap Consulting, LLC Dba Genex Consulting

2019 - Present (5 years)

Private Client Services

2016 - 2019 (3 years)

Morgan Stanley

2016 - 2019 (3 years)

Morgan Stanley Private Bank, National Association

2014 - 2014 (< 1 year)

Morgan Stanley Smith Barney LLC

2014 - 2016 (2 years)

Waddell And Reed, Inc

2014 - 2016 (2 years)

Various Insurance Carriers For W&R Insurance Agencies

2012 - 2014 (2 years)

Mid America Team Sports

2010 - 2014 (4 years)

S&S Prep Baseball Report-Missouri

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ethan Silverman 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 Genex Consulting

Sarah Hehmeyer
Saint Louis, MO
Sam Fox
Saint Louis, MO
Ethan Silverman
Saint Louis, MO
Jacob Hemphill
Saint Louis, MO
Quintin Hogrefe
Saint Louis, MO
Robert Drury
Saint Louis, MO
Nicholas Werkmeister
Saint Louis, MO
Benjamin Klutenkamper
Saint Louis, MO

The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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