David Silver has been Chief Executive Officer, Chief Compliance Officer of Instrumental Wealth since October 2020, is a control person of the firm and directly owns under 5% of it. David Silver holds a Bachelor of Science in Entrepreneurship from the University of Tampa.
Instrumental Wealth, LLC is a Tampa, FL firm with $508M under management, 573 clients and 5 advisers across 2 offices, as of its March 2026 filing.
David Silver is CEO and President of Instrumental Wealth, LLC, based in Tampa, FL. His client base includes executives and professional athletes, and his work covers individual financial and insurance services, investment strategies and business planning.
David Silver’s longest registration was 8 years at Northwestern Mutual Investment Services,llc (2011–2020). Before joining Instrumental Wealth in 2020, David Silver was registered through Northwestern Mutual Investment Services,llc.
- Instrumental Wealth, LLCCurrent– present · 6 yearsTampa, FL · Adviser representative · Firm CRD 310788
- Northwestern Mutual Investment Services,llc– · 8 yearsTampa, FL · Adviser representative · Firm CRD 2881
Investment adviser representative registrations
David Silver is registered as an investment adviser representative in 2 states. Each was approved in October 2020.
- FloridaSince 24 October 2020
- TexasSince 8 October 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 12 December 2011 |
| Series 65 | Uniform Investment Adviser Law Examination | 20 October 2011 |
| Series 63 | Uniform Securities Agent State Law Examination | 5 August 2007 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 19 August 2005 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- David Scott Silver
- CRD
- 4901248
- Firm
- Instrumental Wealth · CRD 310788
- Role
- Chief Executive Officer, Chief Compliance Officer
- Office
- 1 N DALE MABRY HWY., STE #1000, Tampa, FL 33609
- Registration
- Investment adviser registration
- In the industry since
- August 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- instrumentalwealth.com
Where does David Silver work?
David Silver has been Chief Executive Officer, Chief Compliance Officer of Instrumental Wealth, LLC since October 2020, and is a control person of the firm.
Is David Silver a financial advisor?
Yes. David Silver has a current investment-adviser registration in Florida and Texas, through Instrumental Wealth since October 2020.
How many years of experience does David Silver have?
David Silver has 21 years in the financial industry, since August 2005, across 2 adviser firms.
What exams has David Silver passed?
David Silver has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in August 2005. FINRA credited David Silver with the SIE, which began in October 2018.
Where is David Silver based?
David Silver’s registered office is in Tampa, FL.
Is David Silver registered with FINRA?
No. David Silver has no current broker registration.
How can I verify David Silver’s record?
Search CRD 4901248 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Silver’s full registration record.
