Irwin
Silverberg

Silverberg Bernstein Capital Management

CRD#424011
Investment Advisor
in Armonk, NY

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About this Advisor

Irwin Silverberg is a financial advisor based in Armonk, New York, working with Silverberg Bernstein Capital Management. Irwin has previously held positions at Cowen And Company LLC, Cowen Prime Advisors LLC, Silverberg Bernstein Capital Management, LLC, Cowen Prime Services LLC, Beech Hill Securities, Inc, and Concept Capital Markets, LLC. Irwin has passed the Series 63 regulatory exam and is registered to provide services in New York. Currently, Irwin is part of Silverberg Bernstein Capital Management, which operates out of Armonk, New York. The firm has 3 employees and manages assets totaling $168.7 million. The firm serves high-net-worth clients and offers services including financial planning and portfolio management for individuals and small businesses. The fee structure at Silverberg Bernstein Capital Management includes asset-based and hourly fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

4 Miller Circle
Armonk, NY 10504

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Silverberg Bernstein Capital Management Brokerage Details

Total Assets Under Management

$168,653,267

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

3

NY Average: 88
Total Number of Accounts

77

NY Average: 3,892
Average Account Size

$2,190,302

NY Average: $1,917,921

Investment Advisory Services

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

Irwin Silverberg Work History

2023 - Present (1 year)

Silverberg Bernstein Capital Management, LLC

2023 - Present (1 year)

Beech Hill Securities, Inc

2021 - 2023 (2 years)

Cowen And Company LLC

2021 - 2023 (2 years)

Cowen Prime Advisors LLC

2015 - 2022 (7 years)

Cowen Prime Services LLC

2011 - 2021 (10 years)

Concept Capital Markets, LLC

Disclosures

Please visit the SEC profile of Irwin Silverberg 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 Silverberg Bernstein Capital Management

Irwin Silverberg
Armonk, NY
Jeffrey Bernstein
Armonk, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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