Irwin
Silverberg

Cowen Prime Services LLC

CRD#424011
Investment Advisor
in New York, NY
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About this Advisor

Irwin Silverberg is a financial advisor whose office is in New York, New York. Currently a registered investment advisor with Cowen Prime Services LLC, Silverberg has an impressive 27 years of professional experience as an investment advisor. Silverberg has a Series 63 license, certifying them as a securities agent. Silverberg is registered to act as an advisor in California, Connecticut, Illinois, Rhode Island, Massachusetts, Colorado, Washington, D.C. and Florida. Over the course of their career, Silverberg has held roles at Cowen Prime Services (Formerly Concept Capital Markets), Concept Capital Markets, LLC and Burnham Securities Inc. Cowen Prime Services LLC is headquartered in New York, New York. As a company, Cowen Prime Services LLC oversees $286 million in assets across 253 accounts and employs five staff members. The firm's total assets under management places it among the mid-sized investment advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 89% of the investment firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Cowen Prime Services LLC can offer portfolio management for individuals and small businesses and portfolio management for institutional clients. The firm's fees may include asset-based and commission-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

27 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Commissions

Disclosures

No

Office Location

1345 Avenue Of The Americas 3Rd Floor
New York, NY 10105

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Cowen Prime Services LLC Brokerage Details

Total Assets Under Management

$255,437,231

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

5

NY Average: 88
Total Number of Accounts

263

NY Average: 3,892
Average Account Size

$971,244

NY Average: $1,917,921

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Irwin Silverberg Work History

Irwin has 27 years of experience.

2015 - Present (4 years)

Cowen Prime Services (Formerly Concept Capital Markets)

2012 - 2015 (3 years)

Concept Capital Markets, LLC

1991 - 2012 (21 years)

Burnham Securities Inc

Disclosures

Irwin Silverberg has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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