Mitchell Silvey

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

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

• 08/1999 → Present
  Levin, Silvey, Zelko & Mackey, Pa
  Hollywood, FL
• 10/2006 → Present
  Cetera Financial Specialists Llc
  Schaumburg, IL
• 01/2007 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 05/2011 → Present
  M Silvey Inc
  Hollywood, FL
• 01/2015 → Present
  Mallah Furman Cpa'S
  Hollywood, FL

Other Businesses

1) LEVIN, SILVEY, ZELKO & MACKEY, PA, NOT INV REL, CPA FIRM FIN. STMT AUDITS, REVIEWS, TAXES INDIV TRUST-SR PRTNER 7/1984 MANAGE FIRM, 35 HWW; 2) S&Z REALTY INC-NOT INV REL, HOLDS TITLE TO CPA CONDO OFFICE, PRES-SD:11/1999-0 HWW; 3) YOUTH SPORTS OF HOLLYWOOD-NOT INV REL, 501(C)3 TREAS SD:1/8/93PAY BILLS DEPOSIT REC 1 HWW 4) INS. SALES, AGENT-SD:2004-0 HWW, 5)BERME MAERS MEMORIAL FUND INC-NOT INV REL-1964&65 HS FB TEAM RAISE MNY FOR TILDEN HS,BRKN,NY-TREAS SD:11/22/04-PAY BILS, DEP MNY-0HWW; 6) M SILVEY INC; NOT INV REL; HOLLYWOOD, FL; RETAIL SALE OF SPORTS APPAREL; PRESIDENT/SECRETARY; START DATE 5/20/2011; 1-2 HRS/MTH, NONE DURING SECURITIES TRADING HRS 7) MALLAH FURMAN CPA'S; NOT INVESTMENT RELATED; SAME AS REGISTERED ADDRESS; CPA FIRM; START 1/1/2015; ACCOUNTING SERVICES; 8) MITCHELL SILVEY PA; NOT INVESTMENT RELATED; SAME AS REGISTERED ADDRESS; ENTITY FORMED TO ACCEPT PAYMENTS ON BEHALF OF MITCHELL SILVEY INDIVIDUALLY; START 1/2015; 1 HR/WEEK DURING TRADING HOURS: 9) Name of other business: Life settlement business Investment related: No Address: Same as Registered Location Nature of business: Life Settlement Start Date: 08/2017 Apx number of hours per week: Varies Apx number of hours during trading hours: Varies Position/title/relationship: Insurance Agent Brief description of duties: Sells Life Settlements through Welcome Funds, Inc 10) NAME OF OTHER BUSINESS: LE TIP OF EAST BROWARD, INVESTMENT RELATED: NO, ADDRESS: 2699 STIRLING ROAD, B-205, HOLLYWOOD, FL, 33312, NATURE OF BUSINESS: BUSINESS LEADS, START DATE: 12/2005, POSITION/TITLE/RELATIONSHIP: TREASURER, APX NUMBER OF HOURS PER WEEK: 1.5, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: COLLECT QUARTERLY DUES, PAY BILLS ELECTRONICALLY

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-02-11
• S63 Uniform Securities Agent State Law Examination
  1999-01-27

Other Names

• Mitch Silvey
• Mitchell H Silvey