Unclaimed Profile

Jesse Moffic Silver

PERINI CAPITAL, LLC·SCOTTSDALE, Arizona

SIE, Series 3, Series 7TO, Series 63, Series 65CFAClean record4 years registeredPERINI CAPITAL, LLC

20645 NORTH PIMA ROAD, SCOTTSDALE, AZ 85255CRD# 7089144Firm CRD# 158540

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jesse Moffic Silver · SCOTTSDALE, AZ

Registration

CRD #7089144 · PERINI CAPITAL, LLC · 4 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PERINI CAPITAL, LLC

PERINI CAPITAL

Sep 2021 – Dec 2022

Syoset, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7TO

Series 63

Series 65

Registration record

First registered · September 18, 2021

Years registered · 4

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PERINI CAPITAL, LLC

CRD 158540 · SEC 801-120968

AUM

$161M

Regulatory assets under management

Employees

82 client accounts

Services offered by PERINI CAPITAL, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at PERINI CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Jesse Moffic Silver offer?

Jesse Moffic Silver specializes in Investment Management, Retirement Planning, Wealth Management.

What are Jesse Moffic Silver's credentials?

Jesse Moffic Silver holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jesse Moffic Silver located?

Jesse Moffic Silver is based in SCOTTSDALE, Arizona, last registered with PERINI CAPITAL, LLC.

How does Jesse Moffic Silver charge for services?

Jesse Moffic Silver's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PERINI CAPITAL, LLC?

PERINI CAPITAL, LLC has approximately 6 employees and manages $161M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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