Barbara Silverman
Shufro, Rose & · New York, New York
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.
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Facts
| Firm | Shufro, Rose & |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.46B across 3,009 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CA, NY, TX · CRD 2663959 |
| Exams passed | Series 63 (1995) · Series 65 (2004) |
| Firm size | 27 employees |
| Disclosures | None reported |
| Website | www.shufrorose.com |
How Barbara's firm compares
- Shufro, Rose &'s average account is about $819,000, from its Form ADV (assets managed divided by 3,009 accounts).
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Questions about Barbara
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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