DFX Intelligence

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.

Registered advisor

Michael Curt Edelman

Baron Silver Stevens Financial Advisors, LLCindependent RIABoca Raton, Fldual registrantIAPD 1691767

Certified Financial Planner

Feed of 09/14/2026

Also filed as M Edelman

At current firm

7 y

since Aug 7, 2019

In the industry

39 y

since Aug 5, 1987 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Designations: CFPreportedbssfa.comas printed on the bio page, Sep 16, 2026
Investment committee: “Additionally, Michael is a member of the Baron Silver Stevens’ Investment Policy Committee and acts as the firm’s specialist regarding income tax planning and Qualified Plans.”reportedbssfa.comthe sentence on the bio page
Professional profile: bssfa.com/team-member/michael-edelmanreportedbssfa.comfirm site, Sep 15, 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.

Registration history

IAPD current and previous registrations

Baron Silver Stevens Financial Advisors, LLC independent RIA current
since Aug 7, 2019 · Boca Raton, Fl
Fidelity Personal And Workplace Advisors former
Jul 13, 2018 to Jul 9, 2019 · Boston, Ma
Strategic Advisers LLC national BD
Dec 2, 2015 to Jul 13, 2018 · Boca Raton, Fl
Fortitude Advisory Group L.L.C. independent RIA
Mar 1, 2005 to Mar 1, 2006 · Dallas, Tx
Nfp Advisor Services, LLC former
Jun 30, 1999 to Oct 7, 2003 · Plantation, Fl

Moves

a registration end followed by a registration begin elsewhere

Fidelity Personal And Workplace Advisors to Baron Silver Stevens Financial Advisors, LLC
left Jul 9, 2019, registered Aug 7, 2019 (29 days) · Affiliated broker-dealer or bank to independent RIA
Strategic Advisers LLC to Fidelity Personal And Workplace Advisors
left Jul 13, 2018, registered Jul 13, 2018 (0 days) · corporate re-registration, not a move
Fortitude Advisory Group L.L.C. to Strategic Advisers LLC
left Mar 1, 2006, registered Dec 2, 2015 (3563 days) · Other
Nfp Advisor Services, LLC to Fortitude Advisory Group L.L.C.
left Oct 7, 2003, registered Mar 1, 2005 (511 days) · Other

Signals

No dated event on this person.

Transition signals

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.

Provenance

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