DFX Intelligence
Advisors
Advisors registered through Svb Wealth
Every person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations. Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Nancy Perez Chartered Financial Analyst | Svb Wealth independent RIA | Boston, Ma | Jan 2, 2015 | 44 y | 2 | 11 |
| Carl David Robinson dual registrant | Svb Wealth independent RIA | Boston, Ma | Feb 7, 2024 | 18 y | 7 | 1 |
| Donna Marie Rose | Svb Wealth independent RIA | Boston, Ma | Jul 24, 2024 | 11 y | 1 | 1 |
| A•• S••••••• dual registrant | S•• W••••• independent RIA | Charlotte, Nc | Jan 12, 2023 | 30 y | 2 | 1 |
| J••••• D•••• S••••••••• | S•• W••••• independent RIA | Menlo Park, Ca | Nov 18, 2022 | 12 y | 0 | 1 |
| C••••••• A•• S•••• dual registrant | S•• W••••• independent RIA | Boston, Ma | Apr 29, 2021 | 28 y | 3 | 1 |
| C••••••• G•••• S••••• dual registrant | S•• W••••• independent RIA | Charlotte, Nc | Nov 21, 2022 | 10 y | 0 | 1 |
| P••••••• D••••• S••••••••• dual registrant | S•• W••••• independent RIA | Charlotte, Nc | Oct 31, 2022 | 10 y | 0 | 2 |
| E••• S•••••• S•••• dual registrant | S•• W••••• independent RIA | San Francisco, Ca | Jul 10, 2024 | 16 y | 1 | 1 |
| J••••••• M•••• S••••• dual registrant | S•• W••••• independent RIA | Boston, Ma | Jun 3, 2025 | 25 y | 2 | 1 |
| R••••• A• S••••• Certified Financial Planner · dual registrant | S•• W••••• independent RIA | Boston, Ma | Jun 5, 2025 | 16 y | 6 | 1 |
| D•••••• R••••••• S•••• S•••••• | S•• W••••• independent RIA | Boston, Ma | Jan 30, 2015 | 42 y | 2 | 1 |
| M••• T•••• | S•• W••••• independent RIA | Cornwall, Vt | Nov 10, 2020 | 38 y | 0 | 6 |
| J••••• G••• T••••• dual registrant | S•• W••••• independent RIA | Raleigh, Nc | Jun 28, 2022 | 32 y | 3 | 25 |
| O••••• K••••••• V•• A•••••••• | S•• W••••• independent RIA | Raleigh, Nc | Sep 22, 2022 | 10 y | 0 | 2 |
| E•••• S••• V•• E•• dual registrant | S•• W••••• independent RIA | Charlotte, Nc | Feb 6, 2024 | 17 y | 3 | 1 |
| A•••• J••••••• W•••••••• dual registrant | S•• W••••• independent RIA | San Francisco, Ca | Mar 4, 2022 | 10 y | 2 | 6 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.
Page 2 of 2Previous
67 advisors match.