Advisor at Silvestri Financial and Tax Advisors, Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Silvestri Financial and Tax Advisors, Inc
Location
Forest Hill, MD
Credentials
Series 66
Industry experience
12 years
Vincent Silvestri is a financial advisor at Silvestri Financial and Tax Advisors, Inc. in Forest Hill, MD, with 12 years of industry experience. He holds the Series 66 designation and has previously worked at Chesapeake Capital Management, LLC and Sageguard Investment Advisory Services. In addition to advisory services, he manages tax preparation for individual federal and state returns during the tax season. Silvestri Financial and Tax Advisors, Inc. provides financial consulting, tax guidance, and advisor-referral services to individuals, high-net-worth clients, and corporations. The firm focuses on education, asset-allocation, and liquidity planning while referring clients to third-party investment managers and coordinating ongoing monitoring and consultations.
Based on Silvestri Financial and Tax Advisors, Inc
All Assets+: Up to 2.25% total advisory fee combined All Assets+: Up to 1.20% SFATAI's fee All Assets+: Up to 1.05% Third Party’s fee
$100 to $350 per hour, negotiable
Forest Hill, MD
Maryland · Pennsylvania
Chesapeake Capital Management, LLC
2016 - 2017 (1 year)
Silistri Financial & Tax Advisors, Inc.
2015 - Present (11 years)
Sageguard Investment Advisory Services
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65, Series 66
Baltimore, MD
Schiff Wealth Advisors, LLC
Series 63, Series 65
Towson, MD
Base Management Co
CFA®
Phoenix, MD
Apprise Wealth Management LLC
CFP®, Series 65
Towson, MD
Dyer Financial Advisory
Series 63, Series 65, Series 66
Parkton, MD
McClelland Wesley Wealth Management
CFA®
Phoenix, MD
Noon Investment Management LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")