Adam E. Silvey, JD, LL.M

Senior Wealth Advisor

Wellesley, MA (Wellesley Gateway North Rte. 9)
Adam E. Silvey, JD, LL.M
FOCUS AREAS

Tax Planning
Investment Strategies
Financial Counseling

RECOGNITIONS

Recipient of the FIVE STAR Wealth Manager Award in Boston Magazine (2021 – 2024)

For more than a decade, Adam Silvey has focused his practice on tax planning, investment management, and financial counseling.  

  • Admitted to practice law in Massachusetts
  • Investment Adviser Representative (Series 66)
  • JD, New England School of Law
  • LL.M in Taxation from Boston University School of Law
  • BS in Business Administration from Stonehill College

 

Disclosures:

Five Star Professional criteria: Credentialed as an IAR, FINRA-registered rep, a CPA, or a licensed attorney; at least five years in the financial services industry; favorable regulatory and complaint history review; meeting firm’s review standards; accepting new clients; one and five-year retention rates; assets administered; number of households served; and education and professional designations. Awards presented every February 2011-2024 based on prior year’s data. Lists featured in Boston Magazine, Washington Post Magazine, and/or San Francisco Magazine. No fee or compensation was paid to Five Star Professional for inclusion in its list.