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Mark Silvers

Sound View Wealth Advisors Group, LLC

Savannah, GA

CRD 7611105

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Employer firm

Sound View Wealth Advisors Group, LLC CRD 300927

$2.28B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Sound View Wealth Advisors Group, Llc

1 Skidaway Village Walk Suite 201, Savannah, GA 31411 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2024-04-26
GA RA APPROVED 2022-09-13
  • SC RA
    APPROVED
    Since 2024-04-26
  • GA RA
    APPROVED
    Since 2022-09-13

Branch Locations

1 Skidaway Village Walk Suite 201, Savannah, GA 31411 • 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
Sound View Wealth Advisors Group Savannah GA 06/2022 Present
Self-Employed Savannah GA 09/2009 01/2021
5Th Avenue Solutions Naples FL 01/2021 12/2023
  • 06/2022 → Present
    Sound View Wealth Advisors Group
    Savannah, GA
  • 09/2009 → 01/2021
    Self-Employed
    Savannah, GA
  • 01/2021 → 12/2023
    5Th Avenue Solutions
    Naples, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-08-26
  • S65 Uniform Investment Adviser Law Examination
    2022-08-26
Designations
  • Certified Financial Planner
Other Names
  • Mark Silvers
  • Mark Mitchell Silvers

View on SEC IAPD

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SETH KOVENSKY
JOSEPHINE ALICE CRAKE
RICHARD KELLY LANE

Nearby Offices

LPL FINANCIAL LLC · SAVANNAH, GA
VALIC FINANCIAL ADVISORS, INC. · SAVANNAH, GA
COMMONWEALTH FINANCIAL NETWORK · Savannah, GA

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