Marcus Alan Silver
Financial advisor at Nwf Advisory Services Inc. · Westlake Village, CA
Last updated 2026-10-10
Claim your profileMarcus Alan Silver is a financial advisor at Nwf Advisory Services Inc. in Westlake Village, CA, CRD 3184062. Licenses and exams on the registration: Series 63, Series 65. First registered 2003-03-10.
Registration
- CRD number
- 3184062
- Registration status
- Active
- First registered
- 2003-03-10
- Years of experience
- 23
- States registered
- CA
Licenses and exams
- Series 63
- Series 65
Work history
- 2014-12 to 2022-09 · First Allied Securities, Inc · San Diego, CA
- 2014-12 to 2020-11 · First Allied Advisory Services, Inc. · Chesterfield, MO
- 2020-11 to 2022-09 · First Allied Advisory Services · Schaumburg, IL
- 2022-09 to 2023-03 · Cetera Advisors LLC · Westlake Village, CA
- 2023-03 to Present · Osaic Wealth, Inc. · Westlake Village, CA
Current employment
- Nwf Advisory Services Inc · Los Angeles, CA
Nwf Advisory Services Inc.
- Regulatory AUM
- $6,426,161,220
- Registered advisors
- 106
- Offices
- 67
- Clients per advisor
- 107.9 (Moderate)
- Average AUM per client
- $562.1K (Low)
- High-net-worth client ratio
- 2.7% (Low)
Nwf Advisory Services Inc.: advisors, services and reported ETF investments
Reported ETF positions
Nwf Advisory Services reports 194 ETF positions worth $499.7M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| XLK — State Street Technology Select Sector SPDR ETF | $51M |
| VOO — Vanguard S&P 500 ETF | $45.3M |
| SDY — State Street SPDR S&P Dividend ETF | $28M |
| IVV — iShares Core S&P 500 ETF | $21M |
| ITOT — iShares Core S&P Total U.S. Stock Market ETF | $18.4M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Nwf Advisory Services's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $1.9M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $1.8M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | GARP — iShares MSCI USA Quality GARP ETF | $260.1K | Top 99.0% | Residual alpha +4.84% · Residual Sharpe 0.20 |
| Diversification Benefits | FTSM — First Trust Enhanced Short Maturity ETF | $2.5M | Top 97.2% | Replicability (R²) 72.7% · Residual Sharpe 0.89 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Nwf Advisory Services Inc. on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Registered Representative of a Broker-Deale
- Insurance Broker or Agent
Location
32107 Lindero Canyon Rd. Unit 106, Westlake Village, CA 91361
3 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 310-475-5854
- Website: nwfadvisory.com
Official record
Are you Marcus Alan Silver?
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