Brian Anthony Silver

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 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

• 02/2016 → 05/2019
  Invesco Capital Markets, Inc
  Houston, TX
• 02/2016 → 05/2019
  Invesco Distributors Inc
  Houston, TX
• 10/2019 → 09/2025
  Avantax Investment Services, Inc
  Humble, TX
• 04/2019 → Present
  Silver Accounting Group, Llc
  Humble, TX
• 12/2021 → 09/2025
  Avantax Advisory Services
  Humble, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Humble, TX
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 06/2026 → Present
  3407 Llc
  Humble, TX

Previous Registrations

• 2021-12-15 → 2025-09-05
  Avantax Advisory Services
  Humble, TX

Other Businesses

1) SG WEALTH LLC; Member: This is the LLC and branding that will be used to offer wealth management services. The purpose is to keep it separate from the CPA firm. Creating a separate LLC was recommended to keep the entities separate. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 30 START DATE: 07/27/2022 ADDRESS: 1420 FM 1960 Bypass Rd E, Suite 108, Humble TX 77338, US; Offer wealth management services as an Avantax financial advisor. This will be the LLC that has the website, marketing, etc for the wealth management entity. 2) SILVER ACCOUNTING GROUP LLC POSITION: CEO NATURE: CPA Firm providing tax, bookkeeping, and payroll services. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 125 START DATE: 07/01/2019 ADDRESS: 1420 FM 1960 Bypass Rd E, Suite 108, Humble TX 77338, United States DESCRIPTION: This is the accounting/tax firm that was in place prior to my affiliation with Avantax. I own the firm and run it on a day to day basis. 3) NAME OF OTHER BUSINESS: 3407 LLC INVESTMENT RELATED: NO ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: LLC START DATE: 6/16/2026 POSITION/TITLE/RELATIONSHIP: MANAGING MEMBER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: HOLDING COMPANY MINIMAL DUTIES.

Exams

• S66 Uniform Combined State Law Examination
  2021-12-02

Designations

• Personal Financial Specialist

Other Names

• Brian Silver