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RIA / WealthAdvisorCertified Financial Planner39 years in industry

STEVEN JAY SILVER

Advisor at CLEAR CREEK FINANCIAL MANAGEMENT, LLC

Lake Oswego, OR | SILVERDALE, WA

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Search this name across graphsid dfx:ria:c78d9844-1b66-e9ec-d39f-6e1da33a3e80

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 0
On other graphs: 0
Observed: Feb 6, 2004 to Sep 15, 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: CLEAR CREEK FINANCIAL MANAGEMENT, 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: Nov 24, 1986earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 8
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Nov 24, 1986
First registration: Feb 6, 2004
Dual registered: no
Other names: STEVE SILVER
IAPD individual key: 1549399

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
CLEAR CREEK FINANCIAL MANAGEMENT, LLC	Independent wealth	Apr 1, 2020	n/a	yes	SILVERDALE, WA\|Lake Oswego, OR	Current employment
WILLAMETTE FINANCIAL ADVISORS, LLC	Independent wealth	Jan 7, 2015	Apr 6, 2020	no	PORTLAND, OR	Previous registration
CENTAURUS FINANCIAL, INC.	Bd affiliated wealth	Jan 2, 2015	Dec 31, 2017	no	LAKE OSWEGO, OR	Previous registration
SAGEPOINT FINANCIAL, INC.	Former SEC adviser	Apr 23, 2013	Dec 31, 2014	no	LAKE OSWEGO, OR\|SCOTTSDALE, AZ\|LAKE OSWEGO, OR	Previous registration
VOYA FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Feb 6, 2012	Apr 11, 2013	no	CLACKAMAS, OR\|PORTLAND, OR\|CLACKAMAS, OR\|PORTLAND, OR	Previous registration
WADDELL & REED	Former SEC adviser	Jan 29, 2010	Oct 3, 2011	no	SEATTLE, WA\|MEMPHIS, TN	Previous registration
ADVANTAGE INVESTMENT MANAGEMENT, LLC	Former SEC adviser	Jan 21, 2009	Feb 8, 2010	no	CORDOVA, TN	Previous registration
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	Former SEC adviser	Apr 21, 2004	Jan 28, 2010	no	CORDOVA, TN\|CORDOVA, TN	Previous registration
WEALTH STRATEGIES ADVISORY GROUP, INC.	n/a	Feb 6, 2004	Dec 31, 2008	no	MEMPHIS, TN	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
WILLAMETTE FINANCIAL ADVISORS, LLC	CLEAR CREEK FINANCIAL MANAGEMENT, LLC	Apr 6, 2020	Apr 1, 2020	-5	Firm change	RIA to RIA
CENTAURUS FINANCIAL, INC.	WILLAMETTE FINANCIAL ADVISORS, LLC	Dec 31, 2017	Jan 7, 2015	-1,089	Firm change after gap	Other
SAGEPOINT FINANCIAL, INC.	CENTAURUS FINANCIAL, INC.	Dec 31, 2014	Jan 2, 2015	2	Firm change	Other
VOYA FINANCIAL ADVISORS, INC.	SAGEPOINT FINANCIAL, INC.	Apr 11, 2013	Apr 23, 2013	12	Firm change	Other
WADDELL & REED	VOYA FINANCIAL ADVISORS, INC.	Oct 3, 2011	Feb 6, 2012	126	Firm change	Other
ADVANTAGE INVESTMENT MANAGEMENT, LLC	WADDELL & REED	Feb 8, 2010	Jan 29, 2010	-10	Firm change	Other
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	ADVANTAGE INVESTMENT MANAGEMENT, LLC	Jan 28, 2010	Jan 21, 2009	-372	Firm change after gap	Other
WEALTH STRATEGIES ADVISORY GROUP, INC.	NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)	Dec 31, 2008	Apr 21, 2004	-1,715	Firm change after gap	Other

Relationships

Registered with (9)

→ CLEAR CREEK FINANCIAL MANAGEMENT, LLCRegistered adviserregistration: current employment
Apr 1, 2020 to presentfactForm ADV
→ WILLAMETTE FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 7, 2015 to Apr 6, 2020factForm ADV
→ CENTAURUS FINANCIAL, INC.Registered adviserregistration: previous registration
Jan 2, 2015 to Dec 31, 2017factForm ADV
→ SAGEPOINT FINANCIAL, INC.Registered adviserregistration: previous registration
Apr 23, 2013 to Dec 31, 2014factForm ADV
→ VOYA FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Feb 6, 2012 to Apr 11, 2013factForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
Jan 29, 2010 to Oct 3, 2011factForm ADV
→ ADVANTAGE INVESTMENT MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 21, 2009 to Feb 8, 2010factForm ADV
→ NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)Registered adviserregistration: previous registration
Apr 21, 2004 to Jan 28, 2010factForm ADV
→ WEALTH STRATEGIES ADVISORY GROUP, INC.Registered adviserregistration: previous registration
Feb 6, 2004 to Dec 31, 2008factForm ADV

Dated events

No dated event names this entity yet.