Mark Silvers
Investment adviser representative at Sound View Wealth Advisors Group, LLC
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.3BFirm 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 assetsHourlyFixed or flat feeOther
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.
- Sound View Wealth Advisors Group, LLCJun 2022 to now
- 5th Avenue SolutionsJan 2021 to Dec 2023
- Self-employedSep 2009 to Jan 2021
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (GA, SC).
Sound View Wealth Advisors Group, LLC
$2.3BAssets managed
950Clients
9Advisers
7 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
- 7611105
- Firm CRD
- 300927