Michael Curt Edelman
Investment adviser representative at Baron Silver Stevens Financial Advisors, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Baron Silver Stevens Financial Advisors, LLCJul 2019 to now
- Royal Alliance Associates, Inc.Jul 2019 to now
- Fidelity Personal and Workplace AdvisorsJul 2018 to Jul 2019
- Fidelity Brokerage Services LLCOct 2015 to Jul 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
State registrations
Registered as an investment adviser representative in 1 state (FL).
Baron Silver Stevens Financial Advisors, LLC
$1.2BAssets managed
610Clients
8Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1691767
- Firm CRD
- 126767