Wealth Management Executive · SVB Wealth
Michael Christopher Wilson
CRD 4301352 · Named on Form ADV at 3 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 Michael Christopher Wilson on its Form ADV as Wealth Management Executive, a control person. The SEC filings also name Michael at 2 other registered advisers.
Firms and roles
- SVB WealthWealth Management ExecutiveWealth manager · Boston, MA · $3.1B in regulatory assets
- First Citizens Investor Services, Inc.Wealth Management ExecutiveBroker-dealer firm · Raleigh, NC · $2.6B in regulatory assets
- First Citizens Asset Management, IncDirector, PresidentWealth manager · Raleigh, NC · $465M in regulatory assets
AtlasMembers
Michael’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
- 3 firmsLocked
- Control-person status
- 3 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 (11)
- Michael Lee LongestChief Financial Officer, SVB Wealth
- Brent CilianoChief Investment Officer, SVB Wealth
- David Lee BiliterPresident, SVB Wealth
- Johanna Marie MearsChief Compliance Officer, SVB Wealth
- Charles Falconer III McCallumSenior Director Wealth Risk & Governance, First Citizens Investor Services, Inc.
6 more people named with Michael on the same filings, with titles and firms. Free in Atlas with a free account.
See all 11 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Michael’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.