Todd Craig Silverman

Employer firm

Focus Partners Wealth, LLC CRD 159289

$182B regulatory AUM 1,500 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 09/2018
  Siharum Advisors, Llc
  Boston, MA
• 09/2018 → 09/2019
  Ferris Capital, Llc
  Needham, MA
• 11/2019 → 12/2021
  Derby And Company, Inc.
  Newton, MA
• 12/2021 → Present
  The Colony Group, Llc
  Boston, MA

Previous Registrations

• 2020-02-07 → 2021-12-31
  Derby And Company Inc
  Newton, MA
• 2018-10-02 → 2019-10-07
  Ferris Capital, Llc
  Southborough, MA
• 2009-05-26 → 2018-09-17
  Siharum Advisors, Llc
  Boston, MA
• 1999-01-01 → 2009-06-03
  Kobren Insight Management Inc
  Wellesley Hills, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-10-15
• S63 Uniform Securities Agent State Law Examination
  1996-11-22