RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Steven Jay Silver
- Professional profile
- linkedin.com/in/steve-silver-572494158reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Clear Creek Financial Management, LLC independent RIA currentsince Apr 1, 2020 · Silverdale, Wa
- Willamette Financial Advisors, LLC independent RIAJan 7, 2015 to Apr 6, 2020 · Portland, Or
- Centaurus Financial, Inc. BD affiliatedJan 2, 2015 to Dec 31, 2017 · Lake Oswego, Or
- Sagepoint Financial, Inc. formerApr 23, 2013 to Dec 31, 2014 · Lake Oswego, Or
- Voya Financial Advisors, Inc. BD affiliatedFeb 6, 2012 to Apr 11, 2013 · Clackamas, Or
- Waddell & Reed formerJan 29, 2010 to Oct 3, 2011 · Seattle, Wa
- Advantage Investment Management, LLC formerJan 21, 2009 to Feb 8, 2010 · Cordova, Tn
- National Planning Corporation ("Npc Of America" In Fl & Ny) formerApr 21, 2004 to Jan 28, 2010 · Cordova, Tn
- Wealth Strategies Advisory Group, Inc. unclassifiedFeb 6, 2004 to Dec 31, 2008 · Memphis, Tn
- Willamette Financial Advisors, LLC to Clear Creek Financial Management, LLCleft Apr 6, 2020, registered Apr 1, 2020 (-5 days) · RIA to RIA
- Centaurus Financial, Inc. to Willamette Financial Advisors, LLCleft Dec 31, 2017, registered Jan 7, 2015 (-1089 days) · Other
- Sagepoint Financial, Inc. to Centaurus Financial, Inc.left Dec 31, 2014, registered Jan 2, 2015 (2 days) · Other
- Voya Financial Advisors, Inc. to Sagepoint Financial, Inc.left Apr 11, 2013, registered Apr 23, 2013 (12 days) · Other
- Waddell & Reed to Voya Financial Advisors, Inc.left Oct 3, 2011, registered Feb 6, 2012 (126 days) · Other
- Advantage Investment Management, LLC to Waddell & Reedleft Feb 8, 2010, registered Jan 29, 2010 (-10 days) · Other
- National Planning Corporation ("Npc Of America" In Fl & Ny) to Advantage Investment Management, LLCleft Jan 28, 2010, registered Jan 21, 2009 (-372 days) · Other
- Wealth Strategies Advisory Group, Inc. to National Planning Corporation ("Npc Of America" In Fl & Ny)left Dec 31, 2008, registered Apr 21, 2004 (-1715 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 39derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address