Investment adviser representative · Svl Investment Management
Balamir Trunec
CRD 1944949 · Placentia, CA
At a glance
Balamir Trunec is an investment adviser representative with Svl Investment Management in Placentia, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Balamir’s SEC record dates to 2001, about 25 years ago.
Current advisory firm
- Svl Investment ManagementSince April 2025Placentia, CA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2001 (25 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Balamir’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.