Robert Alan Silverman

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

• 06/1982 → Present
  Paul Revere Companies
  San Francisco, CA
• 01/2013 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, POSITION/TITLE/RELATIONSHIP: REPRESENTATIVE, BRIEF DESCRIPTION OF DUTIES: SELLS FIXED LIFE, HEALTH, DISABILITY AND ANNUITIES; 2. NAME OF OTHER BUSINESS: ROBERT A SILVERMAN, INVESTMENT RELATED: YES, ADDRESS: 2220 9TH AVE, SAN FRANCISCO, CA 94116 NATURE OF BUSINESS: INSURANCE SALES, POSITION/TITLE/RELATIONSHIP: OWNER, REPRESENTATIVE, APX NUMBER OF HOURS PER MONTH: 60-80, BRIEF DESCRIPTION OF DUTIES: HEALTH, LIFE AND DISABILITY INCOME INSURANCE SALES 3. NAME OF OTHER BUSINESS: N/A, INVESTMENT RELATED: YES, ADDRESS: SAME AS RESIDENTIAL LOCATION, NATURE OF BUSINESS: POWER OF ATTORNEY, START DATE: 12/2020, POSITION/TITLE/RELATIONSHIP: HOLDER, LESS THAN 1 HOUR PER WEEK, DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: POWER OF ATTORNEY FOR SON 4. NAME OF OTHER BUSINESS: N/A, INVESTMENT RELATED: YES, ADDRESS: SAME AS RESIDENTIAL LOCATION, NATURE OF BUSINESS: POWER OF ATTORNEY, START DATE: 01/2020, POSITION/TITLE/RELATIONSHIP: HOLDER, LESS THAN 1 HOUR PER WEEK, DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: POWER OF ATTORNEY FOR SPOUSE. 5. NAME OF OTHER BUSINESS: SILVERMAN FINANCIAL; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 11/2025; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 8; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL AND INSURANCE SERVICES;

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-08-30

Designations

• Certified Financial Planner