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Current Employers
Silvestri Financial And Tax Advisors, Inc

Forest Hill, MD • United States

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2026-07-22
PA RA APPROVED 2026-07-01
MD RA APPROVED 2021-08-04
  • DE RA
    APPROVED
    Since 2026-07-22
  • PA RA
    APPROVED
    Since 2026-07-01
  • MD RA
    APPROVED
    Since 2021-08-04

Branch Locations

Forest Hill, MD • 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
Booz Allen Hamilton Belcamp MD 09/2012 01/2025
Silvestri Financial And Tax Advisors, Inc Forest Hill MD 07/2021 Present
Other Businesses

Brian Vincent Silvestri is a licensed insurance agent. From time to time, he will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. Silvestri Financial and Tax Advisors, Inc always acts in the best interest of the client; including in the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of Silvestri Financial and Tax Advisors, Inc in their capacity as a licensed insurance agent.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-06-10
  • S65 Uniform Investment Adviser Law Examination
    2021-06-10
Other Names
  • Brian Silvestri

View on SEC IAPD

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