Financial ADVSR advisor directory · SEC adviser records
Svb Wealth financial advisors in California
Every SEC-registered investment adviser representative at a Svb Wealth office in California, by city and A to Z.
14 registered advisors work at Svb Wealth in California, out of 70 nationwide; it's the firm's number 2 state by advisors, and the most are in Menlo Park (5). 2 list the CFP designation and 8 are also registered broker representatives.
Svb Wealth advisors by city in California
Every firm in California →Menlo Park 5San Francisco 5Beverly Hills 2Pasadena 1Sam Francisco 1
Svb Wealth advisors in California, A to Z
Search by name →- Amy S. BornBeverly Hills · Certified Financial Planner, Chartered Financial Analyst
- Michael J. ConwaySan Francisco
- Ann T. Duong HuynhMenlo Park
- Lee V. Erby Jr.Sam Francisco
- Judy HanMenlo Park
- La Shaun HowardSan Francisco
- Mahshid KamaliBeverly Hills
- Carol LeMenlo Park
- Thomas W. LifsonSan Francisco
- Ann M. LucchesiSan Francisco · Certified Financial Planner
- Jeffrey N. ManuelMenlo Park
- Art SaldivarPasadena
- Joseph D. Salman-TehraniMenlo Park
- Arend J. WarmerdamSan Francisco
Svb Wealth advisors in every state →Svb Wealth: assets, clients and custodians →Advisor Moves: who changed firms this week →
Svb Wealth in other states
Questions
How many Svb Wealth financial advisors are in California?
14 investment adviser representatives are registered at Svb Wealth offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 70 at the firm nationwide. 2 list the CFP designation and 8 are also registered as broker representatives.
Where in California does Svb Wealth have the most advisors?
Menlo Park, with 5, then San Francisco (5). Svb Wealth has advisors in 5 cities in California.
How do I check a Svb Wealth advisor in California?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Svb Wealth office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.