Andres Guillermo Coles
Investment adviser representative at Svb Wealth
15 yearsExperience
4 statesRegistered in
$3.1BFirm assets
12 yearsFirm in business
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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
15 years in the industry.
- First Citizens BankNov 2025 to now
- First Citizens Investor ServicesNov 2025 to now
- Svb WealthFeb 2020 to now
- Boston Private Wealth LLCDec 2019 to Jan 2021
- Davos Financial Advisors, LLCFeb 2011 to Dec 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2012
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 4 states (CT, FL, MA, NY).
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
- 2605473
- Firm CRD
- 172832