Mathias Pryce Silberstein

Employer firm

Mission Wealth Management, LP CRD 113057

$17.0B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• FAMILY WEALTH MANAGEMENT

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

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

Current Employers

Employment History

• 09/2020 → 05/2021
  Cetera Investment Services Llc
  St Cloud, MN
• 01/2019 → 05/2021
  Anb Bank
  Denver, CO
• 08/2017 → 01/2018
  Unemployed
  Binghamton, NY
• 01/2018 → 08/2018
  Red Rocks Community
  Golden, CO
• 08/2018 → 01/2021
  Denver Community College
  Denver, CO
• 05/2021 → 02/2023
  Colorado Financial Management
  Boulder, CO
• 02/2023 → 01/2024
  Lido Advisors, Llc
  Boulder, CO
• 01/2021 → 07/2023
  University Of Colorado At Denver
  Denver, CO
• 01/2017 → 08/2017
  Ackerman Real Estate
  Binghamton, CO
• 06/2016 → 01/2017
  Unemployed
  Binghamton, CO
• 01/2024 → Present
  Mission Wealth Management, Lp
  Santa Barbara, CA

Previous Registrations

• 2023-03-21 → 2024-01-23
  Colorado Financial Management Llc
  Boulder, CO
• 2023-09-26 → 2024-01-23
  Lido
  Boulder, CO
  Los Angeles, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-21