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Russell Gavin Silberstein

CARMEL CAPITAL PARTNERS, LLC·SAN DIEGO, California
Clean record24 years registeredCARMEL CAPITAL PARTNERS, LLC
11750 SORRENTO VALLEY ROAD, SAN DIEGO, CA 92121CRD# 4374792Firm CRD# 123907

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Russell Gavin Silberstein · SAN DIEGO, CA
Registration
CRD #4374792 · CARMEL CAPITAL PARTNERS, LLC · 24 years registered
Brand Profile
Not yet started
01

Career History

CARMEL CAPITAL PARTNERS, LLC
Dec 2002 – present
CARMEL CAPITAL ADVISORS, LLC
Oct 2001 – Aug 2010
LA JOLLA, CA
02

Registrations & Exams

Registration record
First registered · October 26, 2001
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CARMEL CAPITAL PARTNERS, LLC
CRD 123907 · SEC 801-64695
AUM
$333M
Regulatory assets under management
Employees
10
639 client accounts
Services offered by CARMEL CAPITAL PARTNERS, LLC
Per Form ADV
Portfolio management (individuals)
Pension consulting
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at CARMEL CAPITAL PARTNERS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Russell Gavin Silberstein offer?
Russell Gavin Silberstein specializes in Investment Management, Retirement Planning. Contact their office in SAN DIEGO, California for a consultation.
What are Russell Gavin Silberstein's credentials?
Russell Gavin Silberstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Russell Gavin Silberstein located?
Russell Gavin Silberstein is based in SAN DIEGO, California, working with CARMEL CAPITAL PARTNERS, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.
How does Russell Gavin Silberstein charge for services?
Russell Gavin Silberstein'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 CARMEL CAPITAL PARTNERS, LLC?
CARMEL CAPITAL PARTNERS, LLC has approximately 10 employees and manages $333M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Anthony Alan Josephson
SAN DIEGO, CA

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Research
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