Adam C. Silverman
Investment adviser representative at Strategic Advisers LLC
15 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsFeb 2023 to now
- Mutual Advisors, LLC.Mar 2022 to Jan 2023
- Mutual Securities, Inc.Jun 2020 to Jan 2023
- Dannys TutoringMay 2018 to Jun 2019
- P.J. West and AssociatesSep 2017 to Mar 2018
- Lancaster JethawksMay 2017 to Aug 2017
- Clearview Eyecare OptometryJan 2014 to May 2020
- Full-time StudentJan 2011 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 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
- 7260415
- Firm CRD
- 104555