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Jeffrey Allen Silver

12 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)
Firm Size
6 advisors
Number of Clients
313 clients
Average Client Portfolio
$646K average
Assets Under Management
$202.2M

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee
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Location

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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Other Business Activities

Jeffrey is a managing member of Citadel Partners, LLC, a locksmith services business. He is the funder and part owner, dedicating minimal time to the business.

Employment History
Current Registrations
Corrado Advisors, LLC
June 2017 - Present · 8 yrs 8 mos
Previous Registrations
Scap Management LLC
June 2012 - August 2016 · 4 yrs 2 mos
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.
Jeffrey Allen Silver - Financial Advisor | TrueAdvisor