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Daniel Fitzsimmons Silver

ADVISER INVESTMENTS LLC·NEWTON, Massachusetts
Clean recordADVISER INVESTMENTS LLC
85 WELLS AVENUE, NEWTON, MA 02459CRD# 2555413Firm CRD# 156984

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Fitzsimmons Silver · NEWTON, MA
Registration
CRD #2555413 · ADVISER INVESTMENTS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Daniel Fitzsimmons Silver is a registered financial advisor based in NEWTON, Massachusetts, affiliated with ADVISER INVESTMENTS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
RWA WEALTH PARTNERS, LLC
RWA WEALTH PARTNERS
AUM
$15.4B
Regulatory assets under management
Employees
189
Total firm employees
View all advisors at RWA WEALTH PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Other: MODEL PROVIDER FEE
Regulatory
SEC/IARD CRD# 2555413
Firm CRD# 156984
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Fitzsimmons Silver offer?
Daniel Fitzsimmons Silver specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEWTON, Massachusetts for a consultation.
What are Daniel Fitzsimmons Silver's credentials?
Daniel Fitzsimmons Silver is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Fitzsimmons Silver located?
Daniel Fitzsimmons Silver is based in NEWTON, Massachusetts, working with ADVISER INVESTMENTS LLC. Their office serves clients in the NEWTON metropolitan area and surrounding communities.
How does Daniel Fitzsimmons Silver charge for services?
Daniel Fitzsimmons Silver's firm is compensated through percentage of aum, hourly charges, other: model provider fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ADVISER INVESTMENTS LLC?
ADVISER INVESTMENTS LLC has approximately 189 employees and manages $15.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ADVISER INVESTMENTS LLC

Barry Hollander
NEWTON, MA
James Hale Lowell
NEWTON, MA
Timothy John Clift
NEWTON, MA
Daniel Philip Wiener
NEWTON, MA
Jeffrey David Demaso
NEWTON, MA
Kristin Dibarnaba Fazio
NEWTON, MA

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Nearby cities in Massachusetts
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Research
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