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Nicholas Silva

Advisor at N.A. Silva & Company, Inc.

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N.A. Silva & Company, Inc. logo

Firm

N.A. Silva & Company, Inc.

Location

Fort Pierce, FL

Credentials

Series 65

Industry experience

3 years

About

Nicholas Silva is the sole advisor at N.A. Silva & Company, Inc., an independent firm based in Fort Pierce, FL. He holds a Series 65 designation and has three years of industry experience. His prior roles include positions at Grand Bay Investments, Silva & Associates, and Raymond James. N.A. Silva & Company provides discretionary asset management and financial consulting to individuals, high-net-worth clients, and business entities. The firm combines fundamental, technical, cyclical, and quantitative analysis to develop tailored investment strategies and also offers business-focused consulting services such as capital structure advice and cash-flow forecasting.

Client services

Based on N.A. Silva & Company, Inc.

Portfolio management

Expertise

Based on N.A. Silva & Company, Inc.

Active portfolio management

Occupation focus

Based on N.A. Silva & Company, Inc.

Founder/Business Owner

Fee options

Fixed

$500 - $15,000 fixed fee for financial consulting services, based on complexity and client needs

Percentage

up to 2% annually (negotiable)

Performance-based

Up to 20% of any increase over previous year’s high-water mark, charged annually in arrears

Other

Account minimum: $100,000 minimum (may be lowered or waived in certain instances)

Location

Fort Pierce, FL

Most active in

Florida

Work history

N.A. Silva & Company, Inc.

2022 - Present (4 years)

N.A. Silva & Company, Inc.

2019 - Present (7 years)

Grand Bay Investments

2018 - 2019 (1 year)

Silva & Associates

2017 - 2018 (1 year)

Raymond James

2015 - 2016 (1 year)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Warmer team member

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