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Albert Vincent Silvestri

Platform Wealth Advisors

Forked River, NJ

Holladay, UT

CRD 3140213

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Employer firm

Platform Wealth Advisors CRD 329313

$509M regulatory AUM 4 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Platform Wealth Advisors

6510 S. Millrock Dr, Holladay, UT 84121 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-12-13
  • NJ RA
    APPROVED
    Since 2024-12-13

Branch Locations

Forked River, NJ • United States

6510 S. Millrock Dr, Holladay, UT 84121 • 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
Civale, Silvestri, Alfieri, Martin & Higgins, Llc Mercerville NJ 10/1995 01/2023
Raymond James Financial Services, Inc. Mercerville NJ 10/2000 12/2024
Sam Investments Llc Mercerville NJ 08/2010 01/2024
Hamilton Mercer Advisors, Llc Mercerville NJ 01/2023 Present
Platform Wealth Advisors Holladay UT 12/2024 Present
  • 10/1995 → 01/2023
    Civale, Silvestri, Alfieri, Martin & Higgins, Llc
    Mercerville, NJ
  • 10/2000 → 12/2024
    Raymond James Financial Services, Inc.
    Mercerville, NJ
  • 08/2010 → 01/2024
    Sam Investments Llc
    Mercerville, NJ
  • 01/2023 → Present
    Hamilton Mercer Advisors, Llc
    Mercerville, NJ
  • 12/2024 → Present
    Holladay, UT
Previous Registrations
Other Businesses

Name of Business: Hamilton Mercer Advisors, LLC Address: 1540 Kuser Rd Ste A4, Mercerville, NJ, 08619-3828, United States Activity Type: Accounting/CPA Position/Title: Principal & CPA Investment Related: No Start Date: 01/06/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 2-10 Description of duties: Accounting and tax services

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-01-14
  • S66 Uniform Combined State Law Examination
    1999-01-14

View on SEC IAPD

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