David Scott Silver
Investment adviser representative at Instrumental Wealth, LLC
22 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$508MFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Instrumental Wealth, LLCOct 2020 to now
- Northwestern Mutual Wealth Management CompanyNov 2011 to Jan 2020
- Northwestern Mutual Investment Services, LLCJan 2005 to Oct 2020
- Northwestern Mutual Life Insurance CompanyMay 2004 to Oct 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Instrumental Wealth, LLC
$508MAssets managed
573Clients
5Advisers
6 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
- 4901248
- Firm CRD
- 310788