Timothy Penn Nugent
Investment adviser representative at Svb Wealth
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.1BFirm assets
Are you Timothy Penn Nugent? 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.
- Swb WealthJan 2026 to now
- Svb WealthDec 2025 to now
- First Citizens Investor ServicesJun 2017 to now
- First Citizens BankSep 2016 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 4165945
- Firm CRD
- 172832