Amy Stacy Born
Investment adviser representative at Svb Wealth
10 yearsExperience
2 statesRegistered in
CFP® certification, CFADesignations
$3.1BFirm assets
Are you Amy Stacy Born? Claim your profile
Contact this firm
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
10 years in the industry.
- Svb WealthMay 2024 to now
- Svb Wealth Advisory Inc.Dec 2021 to now
- Boston Private Wealth LLCSep 2018 to now
- Hightower Advisors, LLCJul 2016 to Aug 2018
Designations
- CFP® certification
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 2640905
- Firm CRD
- 172832