Best Investors Account Sign in
Inactive

Todd Craig Silverman

Focus Partners Wealth, LLC

Newton, MA

Claim This Profile
Current Employers
Focus Partners Wealth, Llc

190 Carondelet Plaza Suite 600, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-04-02
  • MA RA
    APPROVED
    Since 2022-04-02

Branch Locations

7 Wells Avenue, Newton, MA 02459 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Siharum Advisors, Llc Boston MA 05/2009 09/2018
Ferris Capital, Llc Needham MA 09/2018 09/2019
Derby And Company, Inc. Newton MA 11/2019 12/2021
The Colony Group, Llc Boston MA 12/2021 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-10-15
S63 Uniform Securities Agent State Law Examination 1996-11-22
  • S65 Uniform Investment Adviser Law Examination
    1998-10-15
  • S63 Uniform Securities Agent State Law Examination
    1996-11-22

View on SEC IAPD

Other Firms

MML INVESTORS SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
AKMAZO CAPITAL MANAGEMENT CO., LLC
BROOKSTONE WEALTH ADVISORS, LLC
ASCENSUS INVESTMENT ADVISORS, LLC
PLUM STREET ADVISORS, LLC
M3 ADVISORY GROUP, LLC
EMPIRICAL ASSET MANAGEMENT, LLC

Other Investors

RACHEL MERI ZIBRAK
JONATHAN JAY DERBY
MARK ALAN DERBY
Preston Wong
Parker Stephen Walsh
GIANCARLO NICHOLAS PLATI
SAMANTHA SEABURY VONA
Nathan Upton

Other Offices

FOCUS PARTNERS WEALTH, LLC · Newton, MA
MML INVESTORS SERVICES, LLC · Newton, MA
COMMONWEALTH FINANCIAL NETWORK · Newton, MA
AKMAZO CAPITAL MANAGEMENT CO., LLC · NEWTON, MA
BROOKSTONE WEALTH ADVISORS, LLC · NEWTON, MA
ASCENSUS INVESTMENT ADVISORS, LLC · NEWTON, MA
PLUM STREET ADVISORS, LLC · NEWTON, MA
M3 ADVISORY GROUP, LLC · NEEDHAM HEIGHTS, MA

More in Newton, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor