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Todd Silverman
Senior Vice President Wealth Management And Financial Counseling at Ferris Capital,
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Work Experience
Senior Vice President Wealth Management And Financial Counseling
Sep 2018 - Present · 6 years and 3 months
Director, Wealth Management
May 2009 - Sep 2018 · 9 years and 4 months
Senior Vice President - Investment Advisor - Kobren Insight Management
Aug 1998 - May 2009 · 10 years and 9 months
Company Details
11-50 Employees
Ferris Capital is an SEC Registered Investment Advisor. As an independent advisory firm, we are bound by the standards set in the United States Investment Advisers Act of 1940. This fiduciary standard laid out by the SEC means that every recommendation we make and every action we take must be in our clients’ best interests. Unlike stockbrokers who work for large investment banks, major brokerage or insurance firms, there are no financial incentives for us to recommend one investment product over another. We strive to ensure that our interests align with yours. All investments carry a risk of loss clients should be prepared to bear. For a more complete discussion of Ferris Capital, please review our Form ADV, available at www.sec.gov
Year Founded
2012
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
118 Turnpike Rd 300 Southborough, Massachusetts 01772, US
Keywords
Wealth ManagementFinancial & Estate PlanningRetirement PlanningTax StrategyFamily Office Servicesand Consultative Services
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