Daniel
Silver
Closed-End Fund Advisors
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About this Advisor
Daniel Silver is a chartered financial analyst operating out of Richmond, Virginia with a total of 2 years of industry experience. Silver is an employee of Closed-End Fund Advisors. Silver has gained experience at Suntrust Robinson Humphrey, Zoso Capital, LLC and Closed-End Fund Advisors, Inc. Silver has a Series 63 license, qualifying them as a securities representative, and is registered to serve investors in Virginia. Closed-End Fund Advisors is a registered investment company that has its headquarters in Richmond, VA. It oversees $144 million in assets between its 135 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 135 client accounts, 42% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Closed-End Fund Advisors provides a wide range of services, such as portfolio management for individuals and small businesses, publication of newsletters, security rating services and other services. Financial advisory fee schedules typically vary depending on which services the firm provides the client. Fees billed by Closed-End Fund Advisors likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Closed-End Fund Advisors Brokerage Details
$144,392,450
4
135
$1,069,574
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Other
Daniel Silver Work History
Daniel has been registered as a financial advisor for 2 years.*
Closed-End Fund Advisors, Inc
Zoso Capital, LLC
Suntrust Robinson Humphrey
*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 Daniel Silver 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 Closed-End Fund Advisors
Richmond, VA
Richmond, VA
Richmond, VA
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