Natalya
Alexei
Svb Wealth
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About this Advisor
Natalya Alexei is a financial advisor based in San Francisco, California, working with Svb Wealth. Natalya has previously held positions at Wells Fargo Bank, Wells Fargo Clearing Services, First Citizens Investor Services, Svb Investment Services Inc, Citigroup, Citigroup Global Markets Inc, Citibank.N.A, and Svb Wealth LLC. Natalya has passed the Series 66 regulatory exam and is registered to provide services in California and Utah. Currently, Natalya is part of Svb Wealth, which operates out of San Francisco, 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
Natalya Alexei Work History
First Citizens Investor Services
Svb Investment Services Inc
Svb Wealth LLC
Wells Fargo Clearing Services
Wells Fargo Bank
Citigroup Global Markets Inc
Citibank.N.A
Citigroup
Disclosures
Please visit the SEC profile of Natalya Alexei 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
Boston, MA
Boston, MA
Kaysville, UT
San Francisco, CA
Houston, TX
New York, NY
San Francisco, CA
Los Altos, CA
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