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David Walter Silver

CAROLINA WEALTH MANAGEMENT, INC.·GREENVILLE, North Carolina
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1706-A EAST ARLINGTON BLVD., GREENVILLE, NC 27858CRD# 4792621Firm CRD# 131393
01

About

David Walter Silver is a registered financial advisor based in GREENVILLE, North Carolina, affiliated with CAROLINA WEALTH MANAGEMENT, INC.. 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
Nonprofits & Foundations
03

Firm Overview

Firm
CAROLINA WEALTH MANAGEMENT, INC.
CAROLINA WEALTH MANAGEMENT, INC.
AUM
$624M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at CAROLINA WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4792621
Firm CRD# 131393
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Walter Silver offer?
David Walter Silver specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GREENVILLE, North Carolina for a consultation.
What are David Walter Silver's credentials?
David Walter Silver is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Walter Silver located?
David Walter Silver is based in GREENVILLE, North Carolina, working with CAROLINA WEALTH MANAGEMENT, INC.. Their office serves clients in the GREENVILLE metropolitan area and surrounding communities.
How does David Walter Silver charge for services?
David Walter Silver's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAROLINA WEALTH MANAGEMENT, INC.?
CAROLINA WEALTH MANAGEMENT, INC. has approximately 9 employees and manages $624M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GREENVILLE
Joseph Kinch Kiely — KIELY WEALTH ADVISORY GROUP, INC.Kathryn Kei Burr — KIELY WEALTH ADVISORY GROUP, INC.David Ronald Damm — CAROLINA WEALTH MANAGEMENT, INC.Derek Sanderson Pszenny — CAROLINA WEALTH MANAGEMENT, INC.Dennis Robert Berry — CAROLINA WEALTH MANAGEMENT, INC.
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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