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- Custodian
- Assetmark ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-05-2020
- Office Locations
- 1
Office Locations
About Silvestri Financial AND TAX Advisors, INC
Silvestri Financial & Tax Advisors is an independent RIA providing integrated investment management plus financial and tax planning, along with retirement, insurance, and estate planning guidance. The firm focuses on individual investors, including retirees and pre-retirees, building portfolios around risk tolerance, time horizon, and goals. Investment implementation commonly uses ETFs and public funds, with custody through platforms such as AssetMark.
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Owner & Executives
BRIAN Vincent SILVESTRI
Investment Advisor, President
- CRD
- #5013203
- Ownership
- 75% or more
VINCENT J SILVESTRI
Chief Compliance Officer, President
- CRD
- #6261855
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,526,565 | -- |
| Non-Discretionary | $0 | -- |
| Total | $46,526,565 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Sovereign Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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