Svb Wealth

Firm record

As recorded in SEC IAPD

Firm CRD

172832

SEC number

801-80480

Firm type

RIA

Assets under management

$3.1B as of Mar 31, 2026

Website

www.firstcitizens.com/wealth/disclosures ↗

Phone

6179124485

Address

53 State Street, Boston, MA, 02109

Advisors at this firm

50 in our index · page 1 of 1

• Dimitrina K AtanasovaCRD 6817011 · Boston, MA
  IA RegisteredBroker
• David Lee BiliterCRD 1690995 · Raleigh, NC
  IA RegisteredBroker
• Amy Stacy BornCRD 2640905 · Beverly Hills, CA
  IA Registered
• Mary Clare Nugent BohnCRD 2698255 · New York, NY
  IA Registered
• James Rutledge CarsonCRD 5248661 · Charlotte, NC
  IA RegisteredBroker
• Brent CilianoCRD 3058895 · Raleigh, NC
  IA RegisteredBroker
• Andres Guillermo ColesCRD 2605473 · New York, NY
  IA RegisteredBroker
• Krista M. ConoverCRD 6424774 · San Mateo, CA
  IA Registered
• Jason Thomas CyzaCRD 4903293 · Omaha, NE
  IA RegisteredBroker
• Olga Lidia De ValueCRD 1743082 · Palm Beach Gardens, FL
  IA RegisteredRegistration inactive
• Lee Vann ErbyCRD 5291267 · Sam Francisco, CA
  IA RegisteredBroker
• Katia FriendCRD 4011538 · New York, NY
  IA RegisteredBroker
• Alexander S GarrettCRD 5004399 · Atlanta, GA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Richard John GrasfederCRD 4996655 · Boston, MA
  IA Registered
• Judy HanCRD 4680280 · Menlo Park, CA
  IA RegisteredBroker
• Jennifer Wright HeerenCRD 4481450 · Palm Beach Gardens, FL
  IA RegisteredRegistration inactive
• Marc Kevin HorganCRD 6911871 · Charlotte, NC
  IA RegisteredBroker
• La Shaun HowardCRD 7286171 · San Francisco, CA
  IA RegisteredBroker
• Alexsandro A IngargiolaCRD 6708645 · New York, NY
  IA RegisteredBroker
• Mary Elizabeth KadeCRD 7938872 · New York, NY
  IA RegisteredBroker
• Mahshid KamaliCRD 7795198 · Beverly Hills, CA
  IA Registered
• Qwendalynn Thuc LaiCRD 5576511 · Menlo Park, CA
  IA RegisteredBroker
• Bryce William LarsonCRD 6509586 · Santa Monica, CA
  IA RegisteredBroker
• David Boyd LentzCRD 4484782 · Charlotte, NC
  IA RegisteredBroker
• Thomas Walt LifsonCRD 4889592 · San Francisco, CA
  IA RegisteredRegistration inactive
• Ann Marie LucchesiCRD 1640981 · San Francisco, CA
  IA RegisteredBroker
• Carol LeCRD 7302712 · Menlo Park, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Jeffrey Noveda ManuelCRD 4768741 · Menlo Park, CA
  IA Registered
• Robert Michael MastrogiacomoCRD 7548109 · Boston, MA
  IA RegisteredBroker
• Jason John McpharlinCRD 4801219 · Palm Beach Gardens, FL
  IA Registered
  Disclosure event(s) on record
• Stephen Kent MerglerCRD 2873285 · Palm Beach Gardens, FL
  IA Registered
• Dwight MathisCRD 3039115 · Boston, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• Timothy Penn NugentCRD 4165945 · Raleigh, NC
  IA RegisteredBroker
• Thomas O'keefeCRD 6515869 · San Francisco, CA
  IA RegisteredBroker
• Garek Edward ParryCRD 6242143 · Cottonwood Heights, UT
  IA RegisteredBroker
  Disclosure event(s) on record
• Nancy PerezCRD 4345087 · Palm Beach Gardens, FL
  IA Registered
• Casey Daniel PatonCRD 5382194 · Boston, MA
  IA RegisteredBroker
• Donna Marie RoseCRD 6073250 · Boston, MA
  IA Registered
• Jeffrey Scott RhineheartCRD 7371361 · Atlanta, GA
  IA RegisteredBroker
• Art SaldivarCRD 2739175 · Pasadena, CA
  IA RegisteredBroker
• Clarissa Ann SmithCRD 2854854 · Boston, MA
  IA RegisteredBroker
• Eric Sheldon SternCRD 4119941 · San Francisco, CA
  IA RegisteredBroker
• Jennifer Marie StoodyCRD 4362142 · Boston, MA
  IA RegisteredBroker
• Douglas Reynolds Scott SwensonCRD 1235167 · Palm Beach Gardens, FL
  IA Registered
• William Bonham ScogginsCRD 5256745 · Arlington, VA
  IA RegisteredBroker
• Rafael A. SveltiCRD 5747033 · Boston, MA
  IA RegisteredBroker
• Marc TabahCRD 1729090 · Chillmark, MA
  IA RegisteredRegistration inactive
• Joshua Gary ThomasCRD 2450518 · Raleigh, NC
  IA RegisteredBroker
• Ethan Seth Van EckCRD 5657939 · Fort Lauderdale, FL
  IA RegisteredBroker
• Arend Johannes WarmerdamCRD 7296698 · San Francisco, CA
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.