# Barbara Silverman

> Barbara Silverman is a fee-only financial advisor at Shufro, Rose & in New York, New York, who holds the CFP and CFA credentials. Shufro, Rose & reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/barbara-silverman/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Shufro, Rose &
- **Based in:** New York, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $2.46B across 3,009 accounts
- **Credentials:** CFP, CFA
- **CRD:** 2663959 (https://adviserinfo.sec.gov/individual/summary/2663959)
- **SEC registration:** Investment adviser representative in CA, NY, TX
- **Exams passed:** Series 63 (1995), Series 65 (2004)
- **Firm size:** 27 employees
- **Disclosures:** None reported
- **Website:** https://www.shufrorose.com

## Frequently asked questions

### Is Barbara Silverman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Barbara holds no broker registration, and Shufro, Rose & reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Barbara charge for financial advice?

Barbara's firm, Shufro, Rose &, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Barbara Silverman based?

Barbara Silverman is based in New York, New York.

### What credentials does Barbara Silverman hold?

Barbara Silverman holds the CFP and CFA credentials.

### Is Barbara Silverman registered with the SEC?

Yes. Barbara Silverman is registered as an investment adviser representative in CA, NY and TX (CRD 2663959), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Shufro, Rose & manage?

Shufro, Rose & reports $2.46B across 3,009 accounts in assets under management.

### How do I contact Barbara Silverman?

Through Barbara's website, www.shufrorose.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2663959): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.