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Brandon Glenn Silvia

Investment adviser representative at Silvia Mccoll Wealth Management, LLC
9 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$283.4MFirm 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 fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

9 years in the industry.

  1. Silvia Mccoll Wealth Management, LLCJun 2018 to now
  2. M.S. Howells & Co.Jun 2018 to Jun 2022
  3. Morgan Stanley Private Bank, National AssociationJan 2015 to Jun 2018
  4. Morgan StanleyAug 2013 to Jun 2018

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2013

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

Silvia Mccoll Wealth Management, LLC

$283.4MAssets managed
110Clients
2Advisers
8 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
6239135
Firm CRD
295339
Advisor's SEC record (opens in a new tab)
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