Bryce
Larson
Svb Wealth
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About this Advisor
Bryce Larson is a financial advisor based in Santa Monica, California, working with Svb Wealth. Bryce has previously held positions at The Vanguard Group, Inc, Ldl General Contractors, Inc, Appleone, Merrill Lynch, San Jose State University, Silicon Valley Bank, Svb Wealth Advisory Inc, Svb Wealth LLC, Svb Investment Services Inc, and First Citizens Investor Services. Bryce has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, California, Colorado, Florida, Hawaii, Idaho, Indiana, Louisiana, Minnesota, Nevada, New Jersey, New York, Oregon, Pennsylvania, Texas, Utah, Virginia, and Washington. Currently, Bryce is part of Svb Wealth, which operates out of Santa Monica, California. The firm has 19 offices and 231 employees. The firm manages assets totaling $6.6 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Svb Wealth includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Svb Wealth Brokerage Details
$6,630,165,968
231
4,835
$1,371,286
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Bryce Larson Work History
First Citizens Investor Services
Svb Wealth LLC
Svb Investment Services Inc
Svb Wealth Advisory Inc
Silicon Valley Bank
The Vanguard Group, Inc
Appleone
Ldl General Contractors, Inc
Merrill Lynch
Appleone
San Jose State University
Disclosures
Please visit the SEC profile of Bryce Larson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Svb Wealth
San Francisco, CA
Boston, MA
Los Altos, CA
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Kaysville, UT
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Atlanta, GA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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