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Todd Neil Kanter

Silvercrest Asset Management Group LLC

Boston, MA

CRD 867688

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Employer firm

Silvercrest Asset Management Group LLC CRD 118333

$28.3B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Silvercrest Asset Management Group Llc

1330 Avenue Of The Americas 38Th Floor, New York, NY 10019-5400 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2013-04-30
MA RA APPROVED 2013-03-05
  • TX RA
    APPROVED_RES
    Since 2013-04-30
  • MA RA
    APPROVED
    Since 2013-03-05

Branch Locations

30 Rowes Wharf Ste. 410, Boston, MA 02110 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Silvercrest Asset Management Group Llc New York NY 10/2008 Present
Previous Registrations
  • 2001-01-01 → 2010-02-12
    Silvercrest Asset Management Group Llc
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-03-02
S63 Uniform Securities Agent State Law Examination 1984-05-04
  • S65 Uniform Investment Adviser Law Examination
    1999-03-02
  • S63 Uniform Securities Agent State Law Examination
    1984-05-04
Other Names
  • Todd Neil Kanter
  • Todd N Kanter

View on SEC IAPD

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