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Steven Jay Silver

Investment Adviser Representative at CLEAR CREEK FINANCIAL MANAGEMENT, LLC

Lake Oswego, ORCRD #1549399Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
40 yrs
States Registered
1 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Oregon
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 11/24/1986
SIE
Securities Industry Essentials Examination
Passed 12/31/2017
Series 7
General Securities Representative Examination
Passed 8/25/1993
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 8/25/1986

Approximate fees

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

Primary fee model
Assets Under Management (AUM)
Blended rate
0.015
Source

Clear Creek Financial Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

CLEAR CREEK FINANCIAL MANAGEMENT, LLCCurrent
4/1/2020Lake Oswego, OR
WILLAMETTE FINANCIAL ADVISORS, LLC
1/7/20154/6/2020Lake Oswego, OR
CENTAURUS FINANCIAL, INC.
1/2/201512/31/2017Lake Oswego, OR
SAGEPOINT FINANCIAL, INC.
4/23/201312/31/2014Lake Oswego, OR
ING FINANCIAL PARTNERS, INC
2/6/20124/11/2013Portland, OR
WADDELL & REED, INC.
1/29/201010/3/2011Portland, OR
ADVANTAGE INVESTMENT MANAGEMENT, LLC
1/21/20092/8/2010Cordova, TN
NATIONAL PLANNING CORPORATION ("NPC OF AMERICA" IN FL & NY)
4/21/20041/28/2010Cordova, TN
WEALTH STRATEGIES ADVISORY GROUP, INC.
2/6/200412/31/2008Memphis, TN

Official records & sources

Data as of August 10, 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. Steven Jay Silver 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.

Steven Jay Silver - Financial Advisor in Lake Oswego, OR | AdvisorFinder