Bradley Evan Silverman

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 10/2013 → Present
  Raymond James Financial Services, Inc.
  Armonk, NY
• 10/2013 → 10/2019
  The Massimi Group
  Armonk, NY
• 10/2013 → Present
  Raymond James Financial Services Advisors Inc.
  Armonk, NY
• 09/2013 → Present
  C & B Wealth Management
  Armonk, NY
• 10/2013 → Present
  The Silverman Group
  Armonk, NY

Previous Registrations

• 2009-06-01 → 2013-10-23
  Morgan Stanley
  Purchase, NY
• 2007-04-20 → 2009-06-01
  Morgan Stanley & Co. Llc
  Purchase, NY

Other Businesses

(1)Name of Business: C & B Wealth Management Address: 20 Maple Ave, Armonk, NY, 10504, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 09/02/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: C & B Wealth Management Co Ownwer - Charles Massimi 50%Bradley Silverman 50% Support Company (2)Name of Business: The Silverman Group Address: 20 Maple Ave, Armonk, NY, 10504, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 10/11/2013 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor that works under The Silverman Group headed by Brad Silverman. The Silverman Group is a name that is used soley for Marketing Purposes.

Exams

• S66 Uniform Combined State Law Examination
  2003-05-12