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Carrie Lynn Silvestro

Investment Adviser Representative at OSAIC WEALTH, INC.

New York City, NYCRD #4825792Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
18 yrs
States Registered
1 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Carrie Lynn Silvestro has worked in the securities industry since 2008. They have passed the Series 65, 63, and 6 examinations. They are registered to provide investment advisory services in New York.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
New York
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/25/2024
Series 63
Uniform Securities Agent State Law Examination
Passed 9/28/2004
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 8/13/2004

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $5,500

Firm-stated minimum; may be waived at the firm's discretion.

Source

Osaic Wealth, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

RETIREMENT AND WEALTH AT ALLIANT, LLCCurrent
4/25/2024New York City, NY
CETERA WEALTH SERVICES, LLC
5/9/20227/1/2025New York, NY
USI SECURITIES, INC.
5/20/20213/25/2022New York, NY
GWFS EQUITIES, INC.
10/31/20147/26/2019Greenwood Village, CO
VOYA FINANCIAL PARTNERS, LLC
8/30/200710/17/2014New York, NY
DIVERSIFIED INVESTORS SECURITIES CORP.
9/28/20054/10/2006Harrison, NY
NATIONWIDE INVESTMENT SERVICES CORPORATION
8/16/20044/11/2005Columbus, OH

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Carrie Lynn Silvestro has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Carrie Lynn Silvestro - Financial Advisor in New York City, NY | AdvisorFinder