# SILVESTRI FINANCIAL AND TAX ADVISORS, INC

SILVESTRI FINANCIAL AND TAX ADVISORS, INC is an SEC-registered investment adviser.

## Registration

- CRD: 306571
- Type: SEC-registered investment adviser
- Phone: 410-627-1456
- Latest filing: 2026-06-30
- Regulatory AUM: $46.5M
- Discretionary AUM: $46.5M
- Clients: 3
- Accounts: 240

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Charities, Other

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/306571/brochure
- Similar advisers: https://search.stillhousedata.com/firm/306571/similar
- Related entities: https://search.stillhousedata.com/firm/306571/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/306571

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
