Advisor at Silvestri Financial and Tax Advisors, Inc
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Firm
Silvestri Financial and Tax Advisors, Inc
Location
Forest Hill, MD
Credentials
Series 65
Industry experience
4 years
Brian Silvestri is a financial advisor at Silvestri Financial and Tax Advisors, Inc. He holds a Series 65 designation and has four years of industry experience. Prior to joining Silvestri Financial and Tax Advisors in 2021, he has worked at Booz Allen Hamilton since 2012, where he serves as a Lead Associate and Project Manager in the Strategic Innovation Group. Silvestri Financial and Tax Advisors, Inc. provides financial consulting, tax-related guidance, and advisor-referral services to individuals, high-net-worth individuals, and corporate clients. The firm focuses on educational resources, 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
Silvestri Financial and Tax Advisors, Inc
2021 - Present (5 years)
Booz Allen Hamilton
2012 - 2025 (13 years)
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Is active or affiliated with:
Insurance agent
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Is not active or affiliated with:
Broker-dealer / trader
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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
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