Todd Craig Silverman
Investment adviser representative at Focus Partners Wealth, LLC
17 yearsExperience
1 stateRegistered in
$181.9BFirm assets
14 yearsFirm in business
Are you Todd Craig Silverman? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Focus Partners Wealth, LLCApr 2022 to now
- The Colony Group, LLCDec 2021 to now
- Derby and Company, Inc.Nov 2019 to Dec 2021
- Ferris Capital, LLCSep 2018 to Sep 2019
- Siharum Advisors, LLCMay 2009 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (MA).
Focus Partners Wealth, LLC
$181.9BAssets managed
62,466Clients
1,049Advisers
14 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
- 2792807
- Firm CRD
- 159289