Executive Vice President · Welch & Forbes LLC
Adrienne G. Silbermann
CRD 4443007 · Named on Form ADV at one SEC-registered adviser
At a glance
Welch & Forbes LLC, an SEC-registered wealth manager based in Boston, MA with $9.9 billion in regulatory assets, lists Adrienne G. Silbermann on its Form ADV as Executive Vice President, a control person.
Firms and roles
- Welch & Forbes LLCExecutive Vice PresidentWealth manager · Boston, MA · $9.9B in regulatory assets
AtlasMembers
Adrienne’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Kurt H. WalterExecutive Vice President & Treasurer, Welch & Forbes LLC
- Benjamin J. WilliamsExecutive Vice President, Welch & Forbes LLC
- Todd R JundiSenior Vice President & Chief Compliance Officer, Welch & Forbes LLC
- Theodore E. OberExecutive Vice President, Welch & Forbes LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Adrienne’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.