TrueAdvisor
TrueAdvisor
AS
AS

Adam Herbert Silvers

Stifel, Nicolaus & Company, Incorporated
12 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
Stifel, Nicolaus & Company, Incorporated
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
3314 advisors
Number of Clients
222,322 clients
Average Client Portfolio
$770K average
Assets Under Management
$171.2B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only

Location

1759 Worth Park, Charlottesville, VA, 22911

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Stifel, Nicolaus & Company, Incorporated
October 2013 - Present · 12 yrs 4 mos
Stifel, Nicolaus & Company, IncorporatedBroker
September 2013 - Present · 12 yrs 5 mos
State Registrations44 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.