Steve Silver
Also appears in the source record as: Steve Robert Silver; Steven Robert Silver; Steve Silver
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (7)
- SIESeries 7Series 10Series 9Series 8Series 66Series 63
- Registered states (5)
- Florida · Massachusetts · Texas · Utah · Washington
- Years in the industry (source record)
- 31
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
No disclosure events are flagged in the source record as of Aug 20, 2026.
This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.
Current firm
From the firm record
- Firm
- Fidelity Brokerage Services LLC
- Firm CRD
- 7784
- SEC number
- Not yet retrieved from the source record
- Assets under management
- Not yet retrieved from the source record
- Website
- Not yet retrieved from the source record
- Phone
- Not yet retrieved from the source record
- Firm location
- Not yet retrieved from the source record
Employment history (16)
From the source registration record · current first
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start not retrieved → present
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start not retrieved → present
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Fidelity Personal And Workplace AdvisorsCovington, KY · IA capacitySep 10, 2021 → Mar 31, 2025
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Wells Fargo Clearing Services, LLCJacksonville, FL · IA capacityMay 10, 2021 → Jun 17, 2021
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Wells Fargo Clearing Services, LLCJacksonville, FL · BC capacityMay 7, 2021 → Jun 17, 2021
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Morgan StanleyTampa, FL · IA capacityJun 26, 2019 → May 10, 2021
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Morgan StanleyTampa, FL · BC capacityJun 26, 2019 → May 10, 2021
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Charles Schwab & Co., Inc.Fort Worth, TX · IA capacityOct 4, 2011 → Jun 12, 2019
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Charles Schwab & Co., Inc.Fort Worth, TX · BC capacityOct 4, 2011 → Jun 12, 2019
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Amerivest Investment Management, LLCPonte Vedra Beach, FL · IA capacityApr 4, 2011 → Sep 20, 2011
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Td Ameritrade, Inc.Ponte Vedra Beach, FL · IA capacityMar 11, 2011 → Sep 20, 2011
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Td Ameritrade, Inc.Ponte Vedra Beach, FL · BC capacityMar 10, 2011 → Sep 20, 2011
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Dean Witter Reynolds Inc.Purchase, NY · BC capacitySep 21, 1994 → Aug 4, 1995
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Smith Barney Inc.New York, NY · BC capacityJul 31, 1993 → Jun 10, 1994
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Lehman Brothers Inc.New York, NY · BC capacityJan 21, 1993 → Jul 31, 1993
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Chatfield Dean & Co., Inc.Greenwood Village, CO · BC capacityOct 23, 1992 → Nov 13, 1992
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.