Art Saldivar
Investment adviser representative at Svb Wealth
15 yearsExperience
1 stateRegistered in
$3.1BFirm assets
12 yearsFirm in business
Are you Art Saldivar? 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
15 years in the industry.
- Svb WealthAug 2024 to now
- First Citizens BankNov 2022 to now
- First Citizens Investor ServicesNov 2022 to now
- UnemployedMay 2022 to Nov 2022
- Wells Fargo Clearing Services, LLCNov 2016 to May 2022
- Wells Fargo Advisors LLCJan 2011 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1997
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
- 2739175
- Firm CRD
- 172832