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Adam C. Silverman

Strategic Advisers LLC

Woodland Hills, CA

Agoura Hills, CA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

6363 Topanga Canyon Blvd, Woodland Hills, CA 91367-2215 • United States

Agoura Hills, CA • 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
Full-Time Student Lancaster/Thousand Oaks CA 01/2011 05/2020
Clearview Eyecare Optometry Lancaster CA 01/2014 05/2020
Lancaster Jethawks Lancaster CA 05/2017 08/2017
P.J. West And Associates Westlake Village CA 09/2017 03/2018
Dannys Tutoring Thousand Oaks CA 05/2018 06/2019
Mutual Securities, Inc. Camarillo CA 06/2020 01/2023
Mutual Advisors, Llc. Casper WY 03/2022 01/2023
Fidelity Investments Woodland Hills CA 02/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2011 → 05/2020
    Full-Time Student
    Lancaster/Thousand Oaks, CA
  • 01/2014 → 05/2020
    Clearview Eyecare Optometry
    Lancaster, CA
  • 05/2017 → 08/2017
    Lancaster Jethawks
    Lancaster, CA
  • 09/2017 → 03/2018
    P.J. West And Associates
    Westlake Village, CA
  • 05/2018 → 06/2019
    Dannys Tutoring
    Thousand Oaks, CA
  • 06/2020 → 01/2023
    Mutual Securities, Inc.
    Camarillo, CA
  • 03/2022 → 01/2023
    Mutual Advisors, Llc.
    Casper, WY
  • 02/2023 → Present
    Fidelity Investments
    Woodland Hills, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-03-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Woodland Hills, CA
  • 2022-03-04 → 2023-02-01
    Mutual Advisors, Llc
    Camarillo, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-02-11
  • S66 Uniform Combined State Law Examination
    2022-02-11
Other Names
  • Adam Curtis Silverman
  • Adam Silverman

View on SEC IAPD

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Other Offices

MERCER GLOBAL ADVISORS INC. · Woodland Hills, CA
INDEPENDENT FINANCIAL GROUP, LLC · Woodland Hills, CA
VENTURA ADVISORS · WOODLAND HILLS, CA
LPL FINANCIAL LLC · WOODLAND HILLS, CA
LINCOLN INVESTMENT · WOODLAND HILLS, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Woodland Hills, CA
CITIGROUP GLOBAL MARKETS INC. · Woodland Hills, CA
CHELSEA MANAGEMENT COMPANY · WOODLAND HILLS, CA

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