Ann Marie Lucchesi
Investment adviser representative at Svb Wealth
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- First Citizens Investor ServicesJan 2024 to now
- Svb Wealth LLCAug 2022 to now
- Svb Investment Services, Inc.Aug 2022 to Dec 2023
- Silicon Valley BankAug 2022 to Mar 2023
- Parallel Advisors, LLCSep 2020 to Aug 2022
- Svb Wealth Advisory Inc.Aug 2013 to Sep 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
Svb Wealth
Legal name: Svb Wealth LLC
$3.1BAssets managed
1,101Clients
80Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1640981
- Firm CRD
- 172832