Sidney
Olayinka
Svb Wealth
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About this Advisor
Sidney Olayinka is a financial advisor who works out of San Francisco, California. Olayinka is an advisor for Svb Wealth. Olayinka has gained experience at Svb Wealth LLC, Pricewaterhousecoopers Advisory Services LLC, Boston Private Wealth LLC, Navion Financial Advisors, University Of California, Davis, Santa Monica College and Trader Joes. Olayinka holds a Series 65 license, certifying them as an investment advisor representative, and is able to operate in California. Svb Wealth is a registered investment business based in Boston, MA. It has offices in 20 locations and a total of 246 people on staff. It has $15 billion in assets between its 11,180 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm advises 31 charities and foundations. Of its 11,180 accounts, 57% belong to high-net-worth individuals who have more than $1 million in investable assets. The company performs a diverse assortment of services, such as 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. Fees for financial management typically vary depending on the type of services provided. However, fee types billed by Svb Wealth likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Svb Wealth Brokerage Details
$14,755,784,415
246
11,180
$1,319,838
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
Sidney Olayinka Work History
Sidney has been registered as a financial advisor for 0 years.*
Svb Wealth LLC
Pricewaterhousecoopers Advisory Services LLC
Boston Private Wealth LLC
Santa Monica College
Trader Joes
Navion Financial Advisors
University Of California, Davis
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Sidney Olayinka 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
Denver, CO
Boston, MA
Santa Clara, CA
Beverly Hills, CA
New York, NY
Miami, FL
Houston, TX
The content in this profile was updated by SmartAsset on 4/16/2023. 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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