Sofia
Silveira
Titan
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About this Advisor
Sofia Silveira is a financial advisor based in New York, New York, working with Titan. Sofia has previously held positions at J.P. Morgan Securities LLC, Jpmorgan Chase Bank, N.A, J.P. Morgan, Conway Commercial Real Estate, De Varona Law, Wake Forest University, Titan Global Capital Management, Inc, Titan Global Capital Management Usa LLC, and Titan Global Technologies LLC. Sofia has passed the Series 66 regulatory exam and is registered to provide services in New York. Currently, Sofia is part of Titan, which operates out of New York, New York. The firm has 63 employees and manages assets totaling $882.0 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Titan includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
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Titan Brokerage Details
$882,042,531
63
51,279
$17,201
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Sofia Silveira Work History
Titan Global Capital Management, Inc
Titan Global Capital Management Usa LLC
Titan Global Technologies LLC
J.P. Morgan Securities LLC
Jpmorgan Chase Bank, N.A
J.P. Morgan
Conway Commercial Real Estate
De Varona Law
Wake Forest University
Disclosures
Please visit the SEC profile of Sofia Silveira 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 Titan
New York, NY
New York, NY
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