Mark T Childs
Investment adviser representative at Svb Wealth
15 yearsExperience
7 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 BankJan 2025 to now
- First Citizens Investor ServicesDec 2023 to now
- Svb Wealth LLCFeb 2022 to now
- Svb Investment ServicesJul 2022 to Dec 2023
- Silicon Valley BankMay 2021 to Dec 2023
- Svb Wealth AdvisoryMay 2021 to Jul 2022
- HSBC Securities (USA) Inc.Sep 2019 to May 2021
- HSBC Bank USA, N.A.Aug 2019 to May 2021
- JPMorgan Chase Bank NAAug 2011 to May 2019
- JPMorgan Securities LLCAug 2011 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2000
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 7 states (CA, CT, FL, NY, PA, VA, WA).
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
- 4136581
- Firm CRD
- 172832