Investment adviser representative · Svb Wealth
Thomas W. Lifson
CRD 4889592 · San Francisco, CA
At a glance
Thomas W. Lifson is an investment adviser representative with Svb Wealth in San Francisco, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Thomas’s SEC record dates to 2005, about 21 years ago.
Current advisory firm
- Svb WealthSince July 2025San Francisco, CA · $3.1B in regulatory assets
SEC adviser record
- Registered since
- 2005 (21 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Thomas’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
- 7 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.