Steven Richard Lilly
Investment adviser representative at Silvercrest Asset Management Group LLC
19 yearsExperience
1 stateRegistered in
CFADesignation
$28.3BFirm 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Silvercrest Asset Management Group LLCJul 2019 to now
- Cortina Asset ManagementJul 2007 to Jun 2019
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 1 state (WI).
Silvercrest Asset Management Group LLC
$28.3BAssets managed
1,205Clients
34Advisers
24 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
- 2655666
- Firm CRD
- 118333