AdFi
MA

Marc Allan Silverman

Investment Adviser Representative at Geneos Wealth Management, Inc.

Maimi, FLCRD #1413495Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
41 yrs
Exams Passed
4

Professional summary

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

Marc Allan Silverman is an investment adviser representative with Geneos Wealth Management, Inc. in Maimi, FL, where they have been registered since 2011. They have worked in the securities industry since 1985 and were previously registered with Securities America Advisors, Inc. They have passed 4 industry qualification exams, including the Series 63 (state securities agent), Series 6 (investment company and variable products), and Series 26 (investment company and variable products principal). They are registered to provide investment advice in Florida and Texas.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida, Texas
Broker:
29 states and territories

Alabama, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Indiana, Louisiana, Maryland, Mississippi, Missouri, Montana, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, West Virginia

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 8/26/1993
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 10/29/1985
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 12/10/1997

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

HUB International Investment Services Inc.Current
8/8/2022 – Maimi, FL
Geneos Wealth Management, Inc.Current
7/5/2011 – Miami, FL
Securities America Advisors, Inc.
8/12/1997 – 6/30/2011Miami, FL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Silverman Financial, Inc.
    Jan 1989 – Oct 2021Miami, FL
  2. Geneos Wealth Management Inc.
    Jun 2011 – no end date reportedMiami, FL
  3. Silverman Financial, a division of HUB RPW
    Oct 2021 – no end date reportedMaimi, FL

Official records & sources

Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Geneos Wealth Management, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Broker-dealer and RIA platform services including asset custody options, technology tools, succession and acquisition planning, monetization options, and home office support for independent advisors

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops
Firm areas of expertise
Broker-dealerRIA PlatformIndependent AdvisorsAsset CustodySuccession PlanningAcquisition PlanningWealth Management

Client types the firm serves

IndividualsHigh Net WorthCharitable OrganizationsCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
193
Offices listed on AdvisorFinder:
26
Main office:
Englewood, CO
SEC file number:
801-62331

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of April 10, 2026

View full firm profile

Other advisors at Geneos Wealth Management, Inc.

Showing 12 of 193 in the directory

View Geneos Wealth Management, Inc. firm profile

Similar advisors in Miami, FL

Other advisors whose filed branch office is in the same city.

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. Marc Allan Silverman 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
Marc Allan Silverman (HUB International Investment Services)