Evan
Silverman

Morgan Stanley

CRD#5961336
Investment Advisor
in Mount Laurel, NJ

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About this Advisor

Evan Silverman is a financial advisor whose office is in Mount Laurel, New Jersey. Currently an advisor at Morgan Stanley, they have accrued nine years of experience in the financial advisory industry. Silverman has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Silverman can act as a financial advisor in New Jersey and Texas. Throughout their career, Silverman has worked at Echotrade, LLC, Forefront Advisory, Rws Capital, First New York Securities LLC, Koyote Trading LLC, Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. Morgan Stanley is headquartered in Mount Laurel, New Jersey, and operates out of 702 brick-and-mortar locations in the nation. As a company, Morgan Stanley oversees $729 billion in assets dispersed across 1,815,592 client accounts and retains more than 26,000 people. The level of assets currently under the firm's management makes it one of the biggest financial advisory firms in the country. The firm manages 1,188,715 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. None of the investment firm's 1,815,592 clients are deemed high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets. Morgan Stanley can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm's fees may include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

Yes

Office Location

330 Fellowship Road
Mount Laurel, NJ 08054

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

NJ Average: $7,464,549,021
Total Number of Employees

26,000

NJ Average: 88
Total Number of Accounts

1,815,592

NJ Average: 3,892
Average Account Size

$401,659

NJ Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Evan Silverman Work History

Evan has 10 years of experience.

2016 - Present (4 years)

Morgan Stanley Smith Barney LLC

2016 - Present (4 years)

Morgan Stanley Private Bank, N.A

2015 - 2016 (1 year)

Koyote Trading LLC

2013 - 2015 (2 years)

First New York Securities LLC

2012 - 2013 (1 year)

Rws Capital

2011 - 2012 (1 year)

Echotrade, LLC

2010 - 2011 (1 year)

Forefront Advisory

Disclosures

Evan Silverman has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Morgan Stanley

Christopher Felton
Pasadena, CA
Evan Silverman
Mount Laurel, NJ
Anna Thackston
Mc Lean, VA
Astrid Nino
Miami, FL
Macy Bowen
Atlanta, GA
Tiany Eversley
Miami, FL
Diki Sherpa
South Jordan, UT

This content was compiled from the SEC and FINRA.

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