Unclaimed Profile

Steven Mitchell Silver

VISION INVESTMENT ADVISORS, LLC·STAMFORD, Connecticut

SIE, Series 3, Series 4, Series 7, Series 8, Series 9, Series 10, Series 24, Series 52TO, Series 53, Series 57TO, Series 63, Series 65, Series 99TO19 years registeredVISION INVESTMENT ADVISORS, LLC

120 LONG RIDGE ROAD, STAMFORD, CT 06902CRD# 2194364Firm CRD# 109621

Profile Verification

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

Identity

Steven Mitchell Silver · STAMFORD, CT

Registration

CRD #2194364 · VISION INVESTMENT ADVISORS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VISION INVESTMENT ADVISORS, LLC

KEY WEALTH ADVISORS LLC

Jul 2024 – Dec 2024

NEW YORK, NY

VISION INVESTMENT ADVISORS, LLC

Apr 2007 – Aug 2022

STAMFORD, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 7

Series 8

Series 9

Series 10

Series 24

Series 52TO

Series 53

Series 57TO

Series 63

Series 65

Series 99TO

Registration record

First registered · April 11, 2007

Years registered · 19

Disclosure History

2013Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

VISION INVESTMENT ADVISORS, LLC

CRD 109621 · SEC 801-57975

AUM

$106M

Regulatory assets under management

Employees

110 client accounts

Services offered by VISION INVESTMENT ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at VISION INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Steven Mitchell Silver offer?

Steven Mitchell Silver specializes in Investment Management, Wealth Management.

What are Steven Mitchell Silver's credentials?

Steven Mitchell Silver is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Mitchell Silver located?

Steven Mitchell Silver is based in STAMFORD, Connecticut, last registered with VISION INVESTMENT ADVISORS, LLC.

How does Steven Mitchell Silver charge for services?

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

How large is VISION INVESTMENT ADVISORS, LLC?

VISION INVESTMENT ADVISORS, LLC has approximately 7 employees and manages $106M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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