Peter
Verbica
Silicon Private Wealth, LLC
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About this Advisor
Peter Verbica is a financial advisor based in Fremont, California, working with Silicon Private Wealth, LLC. Peter has previously held positions at The Coe Corp, Merrill, A Bank Of America Company, Bank Of America, N.A, San Jose State University, Viant Capital, LLC, All American Cowboy Funds Management, LLC, P & K Verbica Family LLC, Silicon Private Wealth, LLC, and Memoria, Inc. Peter has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California and Texas. Currently, Peter is part of Silicon Private Wealth, LLC, which operates out of Fremont, California. The firm has 4 employees and manages assets totaling $117.3 million. The firm 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, and selection of other advisers. The fee structure at Silicon Private Wealth, LLC includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
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Office Location
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Silicon Private Wealth, LLC Brokerage Details
$117,319,941
4
272
$431,323
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Peter Verbica Work History
Silicon Private Wealth, LLC
Memoria, Inc
P & K Verbica Family LLC
Viant Capital, LLC
All American Cowboy Funds Management, LLC
San Jose State University
Merrill, A Bank Of America Company
Bank Of America, N.A
The Coe Corp
Disclosures
Please visit the SEC profile of Peter Verbica 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 Silicon Private Wealth, LLC
Fremont, CA
San Francisco, CA
Fremont, CA
Fremont, CA
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