Chief Investment Officer · SVB Wealth
Brent Ciliano
CRD 3058895 · Named on Form ADV at 2 SEC-registered advisers
At a glance
SVB Wealth, an SEC-registered wealth manager based in Boston, MA with $3.1 billion in regulatory assets, lists Brent Ciliano on its Form ADV as Chief Investment Officer, a control person. The SEC filings also name Brent at 1 other registered adviser.
Firms and roles
- SVB WealthChief Investment OfficerWealth manager · Boston, MA · $3.1B in regulatory assets
- First Citizens Asset Management, IncDirectorWealth manager · Raleigh, NC · $465M in regulatory assets
AtlasMembers
Brent’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (8)
- Michael Christopher WilsonWealth Management Executive, SVB Wealth
- Michael Lee LongestChief Financial Officer, SVB Wealth
- David Lee BiliterPresident, SVB Wealth
- Johanna Marie MearsChief Compliance Officer, SVB Wealth
- Mary CeceDirector, Secretary, First Citizens Asset Management, Inc
3 more people named with Brent on the same filings, with titles and firms. Free in Atlas with a free account.
See all 8 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brent’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.