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BARON SILVER STEVENS FINANCIAL ADVISORS, LLC

BOCA RATON, FL · CRD 126767 · IAPD ↗ · bssfa.com · 561-447-1997

$1.20BRegulatory AUM
8Advisory reps
12Employees
4Clients
1-10Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
March 2025 — BARON SILVER STEVENS FINANCIAL ADVISORS, LLC crossed $1B in regulatory AUM ($866.2M -> $1.01B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
November 2024 — BARON SILVER STEVENS FINANCIAL ADVISORS, LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
May 2024 — BARON SILVER STEVENS FINANCIAL ADVISORS, LLC notice-filed in CA, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
March 2024 — BARON SILVER STEVENS FINANCIAL ADVISORS, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.