Michael Jason Silver

Employer firm

Baron Silver Stevens Financial Advisors, LLC CRD 126767

$1.20B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 09/2000 → Present
  Baron Silver Stevens Financial Advisors, Llc
  Ft. Lauderdale, FL
• 03/2003 → 08/2023
  Royal Alliance Associates Inc
  Boca Raton, FL
• 08/2023 → Present
  Osaic Wealth, Inc
  Boca Raton, FL

Previous Registrations

• 2003-03-18 → 2005-01-03
  Artzi Capital Management
  Ft. Lauderdale, FL
• 1999-06-16 → 2003-03-04
  Osaic Fa, Inc.
  Deerfield, FL

Other Businesses

1) GIZMO HOLDINGS LLC - A HOLDING COMPANY 4800 N. FEDERAL HWY, SUITE 210-A BOCA RATON, FL 33431 PARTNER, FORMED 10/05 0 HOURS 2) FLORIDA ATLANTIC UNIVERSITY, NO, 777 GLADES RD BOCA RATON, FL, TEACHER, 2007, 9HRS/MO, 9HRS DURING TRADING HRS, TEACH RETIREMENT & ESTATE PLANNING COURSE 3) CREEK RIDGE LLC - 50% MEMBER, SILPANN LLC - 50 % MEMBER - THESE ARE ALL COMPANIES THAT OWN REAL ESTATE. THEY ARE NOT BUSINESS RELATED. 4) BARON SILVER STEVENS FINANCIAL ADVISORS POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 05/30/2003 ADDRESS: 4800 N Federal Highway, Suite 210A, Boca Raton FL 33431, United States DESCRIPTION: Life Insurance and Annuities Financial Advisor - Life insurance and annuity sales 5) SilPann LLC POSITION: Partner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 01/01/2006 ADDRESS: 4800 N Federal Highway, Suite 210A, Boca Raton FL 33431, United States DESCRIPTION: Owns and rents commercial and residential properties in Florida 6) BARON, SILVER, STEVENS FINANCIAL ADVISORS, LLC POSITION: Planner NATURE: Limited Liability Company - INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 05/30/2003 ADDRESS: 4800 North Federal Highway, Suite 210A, Boca Raton FL 33431, United States DESCRIPTION: Independent RIA Registered Investment Advisor - Financial Advisor

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-02-15

Designations

• Certified Financial Planner