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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)39 years in industry

MICHAEL CURT EDELMAN

Advisor at BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

BOCA RATON, FL

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Search this name across graphsid dfx:ria:86ee7803-b2fe-e2e5-60bb-f57d21e02e95

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jun 30, 1999 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BARON SILVER STEVENS FINANCIAL ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 5, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Aug 5, 1987
First registration: Jun 30, 1999
Dual registered: yes, broker-dealer
Other names: M EDELMAN
IAPD individual key: 1691767

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC	Independent wealth	Aug 7, 2019	n/a	yes	BOCA RATON, FL	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Jul 9, 2019	no	BOSTON, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Dec 2, 2015	Jul 13, 2018	no	BOCA RATON, FL\|NAPLES, FL	Previous registration
FORTITUDE ADVISORY GROUP L.L.C.	Independent wealth	Mar 1, 2005	Mar 1, 2006	no	DALLAS, TX	Previous registration
NFP ADVISOR SERVICES, LLC	Former SEC adviser	Jun 30, 1999	Oct 7, 2003	no	PLANTATION, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	BARON SILVER STEVENS FINANCIAL ADVISORS, LLC	Jul 9, 2019	Aug 7, 2019	29	Firm change	Ibd to RIA
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm
FORTITUDE ADVISORY GROUP L.L.C.	STRATEGIC ADVISERS LLC	Mar 1, 2006	Dec 2, 2015	3,563	Firm change after gap	Other
NFP ADVISOR SERVICES, LLC	FORTITUDE ADVISORY GROUP L.L.C.	Oct 7, 2003	Mar 1, 2005	511	Firm change after gap	Other

Relationships

Registered with (5)

→ BARON SILVER STEVENS FINANCIAL ADVISORS, LLCRegistered adviserregistration: current employment
Aug 7, 2019 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Jul 9, 2019factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Dec 2, 2015 to Jul 13, 2018factForm ADV
→ FORTITUDE ADVISORY GROUP L.L.C.Registered adviserregistration: previous registration
Mar 1, 2005 to Mar 1, 2006factForm ADV
→ NFP ADVISOR SERVICES, LLCRegistered adviserregistration: previous registration
Jun 30, 1999 to Oct 7, 2003factForm ADV

Dated events

No dated event names this entity yet.