Managing Partner and Chief Compliance Officer · Silvia McColl Wealth Management, LLC
Brandon G. Silvia
CRD 6239135 · Named on Form ADV at one SEC-registered adviser
At a glance
Silvia McColl Wealth Management, LLC, an SEC-registered wealth manager based in SAN Diego, CA with $283 million in regulatory assets, lists Brandon G. Silvia on its Form ADV as Managing Partner and Chief Compliance Officer, a control person.
Firms and roles
- Silvia McColl Wealth Management, LLCManaging Partner and Chief Compliance OfficerWealth manager · SAN Diego, CA · $283M in regulatory assets
AtlasMembers
Brandon’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
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2013 (12 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Brandon’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- William G. McCollManaging Partner, Silvia McColl Wealth Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brandon’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.