Jeffrey Silverman
NorthStar Advisory Group · Mount Pleasant, South Carolina
Jeffrey Silverman is a fee-only financial advisor at NorthStar Advisory Group in Mount Pleasant, South Carolina. NorthStar Advisory Group reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | NorthStar Advisory Group |
|---|---|
| Based in | Mount Pleasant, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $377.0M across 866 accounts |
| SEC registration | Investment adviser representative in SC · CRD 4386157 |
| Exams passed | Series 63 (2002) · Series 65 (2024) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | thenorthstaradvisorygroup.com |
| Profile |
How Jeffrey's firm compares
- NorthStar Advisory Group's average account is about $435,000, from its Form ADV (assets managed divided by 866 accounts).
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Questions about Jeffrey
Is Jeffrey Silverman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and NorthStar Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, NorthStar Advisory Group, reports charging a percentage of assets on its SEC Form ADV.
Does Jeffrey work with clients virtually?
Yes. NorthStar Advisory Group says on its website that it works with clients remotely.
Where is Jeffrey Silverman based?
Jeffrey Silverman is based in Mount Pleasant, South Carolina.
Is Jeffrey Silverman registered with the SEC?
Yes. Jeffrey Silverman is registered as an investment adviser representative in SC (CRD 4386157), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does NorthStar Advisory Group manage?
NorthStar Advisory Group reports $377.0M across 866 accounts in assets under management.
How do I contact Jeffrey Silverman?
Through Jeffrey's website, thenorthstaradvisorygroup.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
- NorthStar Advisory Group website : specialties, clients served, and fees, checked October 30, 2026
- 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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