AdvisorOS Directory
Claim Profile
DS

Daniel Fitzsimmons Silver

ADVISER INVESTMENTS LLC·NEWTON, Massachusetts
Unclaimed Profile
85 WELLS AVENUE, NEWTON, MA 02459CRD# 2555413Firm CRD# 156984
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
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
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NEWTON?

Browse all registered financial advisors in NEWTON, Massachusetts or claim this profile if it's yours.

Browse NEWTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in NEWTON
Amit Kumas Basak — STALEY CAPITAL FUND I MANAGEMENT COMPANY LLCMatthew A Gibbs — OXFORD BIOSCIENCE III CORPORATIONJignesh Patel — JNR EQUITY FUND I MANAGER LLCBarry Hollander — ADVISER INVESTMENTS LLCKazuhiko Kasai — SOFTBANK, INC.
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEEDHAM (97)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile