Zakary
Fresh
Svb Wealth
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About this Advisor
Zakary Fresh is a financial advisor based in Salt Lake City, Utah, working with Svb Wealth. Zakary has previously held positions at Fidelity Investments, University Of Utah Health, A Plus Printing And Design, West Valley Family Fitness Center, Cyprus High School, Brockbank Junior High School, University Of Utah, Silicon Valley Bank, Svb Investment Services Inc, Svb Wealth LLC, and First Citizens Investor Services. Zakary has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Utah. Currently, Zakary is part of Svb Wealth, which operates out of Salt Lake City, Utah. 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
Zakary Fresh Work History
First Citizens Investor Services
Svb Investment Services Inc
Svb Wealth LLC
Silicon Valley Bank
Fidelity Investments
University Of Utah Health
A Plus Printing And Design
University Of Utah
West Valley Family Fitness Center
Cyprus High School
Brockbank Junior High School
Disclosures
Please visit the SEC profile of Zakary Fresh 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
New York, NY
San Francisco, CA
Kaysville, UT
San Francisco, CA
Boston, MA
Los Altos, CA
Atlanta, GA
Boston, MA
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